Market & Tax Outlook 2026

From the Big Beautiful Bill to revisions within the SECURE Act, you’re navigating more tax policy changes than ever. 

In this recording, you’ll learn:

• • • How 2026 tax updates may affect your financial picture
    • Strategies to help minimize taxes and maximize retirement income
    • Practical solutions to protect and grow your wealth in today’s environment

Why This Type of Education Matters

For many successful individuals and families, the greatest opportunities don’t come from dramatic changes. Instead, they make thoughtful refinements and consider fresh perspectives. 

Planning is rarely static — it evolves as life evolves and rules change. What worked years ago may no longer apply, and decisions made without full context can limit your flexibility in the future.

This resource reflects the type of advanced tax education we use to help you evaluate income strategies, tax exposure, and legacy considerations. Our goal is to help reduce unnecessary taxes, avoid irreversible mistakes, and bring clarity to decisions that often feel overwhelming.

Applying This to Your Own Situation

Every financial story, including yours, is different. Some are built through decades of hard work, some through entrepreneurship, some through careful saving and investing. No matter how you got there, you’ve worked hard to build something meaningful.

After watching Cornerstone’s Market and Tax Outlook 2026, you may find yourself thinking less about markets and tax laws, and more about your confidence in your long-term planning. Is everything in your financial life aligned the way you want it to be?

One thought worth reflecting on: If nothing changed from today, would you feel confident about where you are headed over the next five to ten years?

Not Sure Where to Start?

You Don’t Have to Do It Alone

Get in touch with us if the video sparked any questions, ideas, or if you’d like help understanding how these ideas relate to your own retirement plan. 

You’ve worked hard to build what you have. You deserve a financial planning team that helps you protect it, grow it, and use it purposefully. At Cornerstone, our structure allows us to go beyond generic advice to deliver strategic, coordinated wealth management tailored to your goals.

The Cornerstone Experience® is built around three simple ideas:

• Dream – Clarifying what matters most and what’s possible
• Build – Aligning your resources with your priorities
• Lead – Making decisions that reflect your values and the future you want to shape

Call or email today!

• • • • 605-357-8553 in Sioux Falls
      • 605-352-9490 in Huron
      • Or email cfsteam@mycfsgroup.com

Any opinions are those of the author and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation. Prior to making an investment decision, please consult with your financial advisor about your individual situation. Page text: CSP #1015051, CSP #968822. Video recorded 2/10/26. CSP 1009874 Exp. 2.20.27