This quarter reminded us why planning beats headlines. With the One Big Beautiful Bill (OBBBA) extending key tax rules, a September rate cut from the Fed, and inflation easing, investors got a clearer runway—and a lot of noise. For retirees 65+, higher standard deductions open new planning opportunities, including smarter Roth conversion timing. Below, Brett unpack what changed, why it matters.
This past quarter proved why long-term discipline matters. Despite headline-driven volatility—from tariffs and inflation to global tensions—markets rebounded strongly for those who stayed invested. As we enter the second half of 2025, Heritage remains focused on long-term planning and urge clients to avoid getting caught up in daily headlines. Enjoy the summer—your financial plan is built to weather the noise.
Brett Carleton, CFP®, ChFC® from Heritage Wealth Management discusses the current market trends, including the pullback in major stocks and the impact of political and economic news. He highlights the importance of long-term investment strategies and encourages viewers to focus on the fundamentals.
Kick off 2025 with expert insights from Brett Carleton, CFP®, ChFC, in the Winter 2025 Market Perspectives. Discover how the Federal Reserve's rate changes, U.S. market resilience, and evolving tax policies are shaping the economic outlook. Stay ahead in a dynamic financial landscape with strategies tailored to navigate uncertainty and seize opportunities.
Fall 2024 Market Perspectives with Brett Carleton
Summer 2024 Market Perspectives with Brett Carleton
Winter 2024 Market Perspectives with Brett Carleton
Fall 2023 Market Perspectives with Brett Carleton
Summer 2023 Market Perspective with Brett Carleton
Spring 2023 Market Perspectives with Brett Carleton
