LightBridge Wealth Management

10/14/2026

It's easy to focus on investment performance and forget about one of the simplest parts of your financial plan: who receives your assets.

Life changes. Marriage, divorce, children, grandchildren and other major life events can all be reasons to revisit your beneficiary designations.

Take a few minutes this fall to make sure your beneficiary designations still reflect your wishes.

10/09/2026

The change of seasons can be a good reminder to pause and take stock of what has changed this year. Your income, spending, goals, family, investments and priorities may look different than they did in January.

A quick financial check-in can help make sure your strategy still reflects the life you're living today and the future you're working toward.

Sometimes, the most valuable financial move is simply taking a moment to look at the bigger picture.

10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Quarterly Market Insights | October 2026 U.S. and Canadian Markets Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials. The Standard & Poor’s 500 Index gained 2.03 percent, while the Nasd...

09/30/2026

With the end of the year approaching, now may be a good time to check in on your financial plan. A conversation with your advisor can help you identify opportunities to address before December 31 and make sure your financial strategy still reflects your goals.

A year-end review today with your team at LightBridge Wealth Management can help you head into the new year feeling prepared and confident.

09/25/2026

Roth and Traditional IRAs can both play a role in retirement planning, but they offer different tax advantages. The key difference comes down to when you receive the potential tax benefit, today or in retirement.

Understanding how each option works can help you make more informed decisions about your retirement savings strategy. Consider talking with us at LightBridge Wealth Management to determine which approach may make sense for you!

09/21/2026

If you could go back and give your 25-year-old self one piece of financial advice, what would it be?

Sometimes the lessons we learn along the way are the ones we wish we had known sooner. Starting early, building good habits, and having a plan can make a meaningful difference over time.

What financial advice would you give your younger self?

09/16/2026

Saving and investing can both play an important role in your financial plan, but they serve different purposes. Saving can help keep money accessible for near-term needs, while investing may help your money grow over time for longer-term goals.

Understanding the difference and knowing how much to save versus invest can help you make more intentional decisions with your money. Reach out to the LightBridge Wealth Management Team to learn more today.

09/07/2026

09/04/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

Monthly Market Insights | September 2026 U.S. and Canadian Markets Renewed enthusiasm for AI pushed stocks higher in August as investors looked past mixed economic signals. The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial...

08/28/2026

As summer winds down, it's the perfect time to pause and check in on your financial goals.

An end-of-summer financial reset doesn't have to be complicated. A few simple steps, like reviewing your budget, evaluating your retirement savings, checking your investment strategy, and revisiting your long-term goals, can help keep your financial plan aligned with where you want to go.

Life changes, and your financial plan should evolve with it. Taking time for a quick review now can help you head into the rest of the year with greater confidence.

Ready for a financial check-in? Contact us at LightBridge Wealth Management to schedule a conversation.