video1.0<iframe src="https://www.loom.com/embed/4f53af81783445b89a1578b244f71c5e" frameborder="0" width="856" height="642" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>642856Loomhttps://www.loom.com642856https://cdn.loom.com/sessions/thumbnails/4f53af81783445b89a1578b244f71c5e-b033ed12126586ae.gif1500.441In this presentation, I discussed managing your wealth in 2026, focusing on investment planning and proactive tax strategies for the upcoming year. I highlighted the strong performance of the markets in 2025, with the S&P 500 achieving a 16% return, and addressed the importance of being informed about potential market volatility and geopolitical uncertainties in 2026. I also reviewed the new tax brackets and contribution limits for 2026, emphasizing the benefits of tax-efficient strategies like Roth conversions and charitable giving. I encourage you to reach out for personalized discussions on your financial planning and tax strategies, as these conversations are crucial for making informed decisions.