LightBridge Wealth Management

05/25/2026

05/20/2026

Caps off to graduation season! This time brings excitement, pride, and a whole new set of financial considerations. Whether it’s helping your graduate navigate student loans, budgeting for their first job, or adjusting your own financial plan, this is a moment of transition for the whole family.

Reach out to LightBridge Wealth Management to help you plan for what’s next.

05/15/2026

May is Small Business Month, a great time to recognize the entrepreneurs and business owners who drive our communities forward.

If you’re a business owner, now is a good moment to revisit your financial strategy and ensure it’s supporting both your business and personal goals.

Reach out to your LightBridge Wealth Management team for assistance today.

05/08/2026

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitical tensions, and upbeat first-quarter earnings lifted investor sentiment. The Nasdaq climbed 15.29%, the S&P 500 rose 10.42%, and the Dow gained 7.14%, while Canada’s S&P/TSX Composite added 3.65%. With no Fed meeting in May, attention turns to remarks from Fed officials and how evolving economic data may shape expectations moving forward. From \$34.1 billion in U.S. spending to the popularity of Mother’s Day dining and gifts, this month’s By the Numbers highlights how families celebrate the occasion.

Monthly Market Insights | May 2026 U.S. and Canadian Markets Stocks surged in April, notching their best month in five years as investors cheered upbeat economic news, efforts to lower tensions in the Middle East, and first-quarter results. The Nasdaq Composite rose an eye-catching 15.29 percent, wh...

05/08/2026

Tax season may be behind us, but smart tax planning is a year-round strategy.
Now is the perfect time to evaluate what worked, and where there may be opportunities moving forward.

Connect with your team at LightBridge Wealth Management to help make next year even more efficient.

04/24/2026

Spring isn’t just for cleaning your home; it’s the perfect time to refresh your financial strategy, too.

Are your goals still aligned with where you want to be this year?

Let LightBridge Wealth Management take a fresh look at your goals together.

04/15/2026

Getting a tax refund this year?

Before you spend it, consider how it could support your bigger financial goals. Reach out to LightBridge Wealth Management to plan ahead.

04/10/2026

April is Financial Literacy Month.

Understanding your finances is one of the most powerful tools you have.
The more you know, the more confident decisions you can make, for today and for the future.

What’s one financial topic you’ve always wanted to understand better? Let us know in the comments!