Top Firms’ 2026 Market Forecasts Every Financial Advisor Should Know

CFP Board's 2026 CFP® Professionals Financial Outlook Survey shows clients maintain cautious optimism about achieving their financial goals despite widespread uncertainty, with advisors prioritizing retirement planning (67%), tax planning (58%) and investment strategy (51%) in their conversations. Two-thirds of CFP® professionals are recommending clients focus on tax optimization (69%) and developing or revising their financial plans (62%) to navigate the current environment.

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