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Insights and tools for founders and families navigating retirement, legacy, and philanthropy.

Explore exclusive articles, whitepapers, and tools crafted for founders and families exploring retirement transitions, legacy planning, and strategic philanthropy.

Tim Dillow

Oct 14, 2025

QUARTERLY REVIEW

Q3 2025 Review

Summary The economic outlook at the close of Q3 2025 is marked by significant fiscal and geopolitical uncertainty. The One, Big, Beautiful Bill (OBBBA) is projected to add $4.1–$5.5 trillion to the national debt, potentially pushing debt-to-GDP over 130%. Inflation is expected to rise to 3.0–3.5% by Q4 2025, driven by the current 15.8% effective tariff rate (the highest since the 1930s). Geopolitical conflicts in the Middle East are keeping a risk premium on oil, delaying the

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