This month, we’re covering the latest move by the Federal Reserve, providing clarity on one of the biggest questions on investors’ minds this year: Will the Fed resume cutting rates? We’ve also included an episode of “The Informed Investor” on Crypto, you might want to check out.
In this issue of our newsletter, you’ll find:
- The Fed’s rate cut – what’s behind the move – VIDEO
- Why now may be a good time to revisit your estate and gift tax strategy
- A notable shift in state and local tax rules
- RMD & QCD planning? Deadlines you need to know
- There is still time to register for the Town Hall should you want to participate – see Noteworthy Dates
As you plan for the future, these updates are designed to keep you informed and empowered. As always, know that as you continue on your financial path, we are here to guide you. We encourage you to reach out with any questions.
Ray
Click the image below to read the October 2025 Newsletter. For past publications, check out Insights & Commentaries.
