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Jazz Wealth Retirement investing and financial education. (We'll never reach out to you with a WhatsApp number or crypto offer. https://linktr.ee/jazzwealth

If you see something like that then it's a scam.) We are a wealth management firm that specializes in improving on the traditional buy and hold approach. To use a simple analogy, we do this by treating ones retirement investments as if they were real estate. For more information call us at 727.492.0314 or visit JazzWealth.com

10/09/2026

What exactly do they do? Darden Restaurants is the company behind Olive Garden,
LongHorn Steakhouse, Yard House, Ruth's Chris, and The Capital Grille. Unlike a franchiser,
Darden owns and operates its restaurants, and Olive Garden is its biggest brand. Unlimited
breadsticks started in 1982 to keep customers busy during long waits.
Source: Darden Restaurants company information and history as cited in the video
The views expressed herein are those of the author and do not necessarily reflect the views of Steward Partners or its affiliates. All opinions are subject to change without notice. Neither the information provided, nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. All investing involves risk, including the potential loss of principal. Past performance is not indicative of future results. Please consult with a qualified financial, legal, or tax professional before making any financial decisions. Steward Partners, its affiliates, and its Wealth Advisors do not provide tax advice.

Investment advisory services are offered through Steward Partners Investment Advisory, LLC (“SPIA”), an SEC-registered investment adviser. SPIA and Steward Partners Global Advisory, LLC are affiliates and collectively referred to as Steward Partners

10/09/2026

A 401(k) to IRA move may sound simple. Having the check made out to you, though, and three things may kick in: a 60-day rollover deadline, mandatory 20% federal tax withholding, and potential rollover restrictions depending on the type of account involved.

Disclosures:
The views expressed are those of the author and do not necessarily reflect the views of Steward Partners or its affiliates. Opinions are subject to change without notice and are for informational and educational purposes only. Nothing herein constitutes investment, legal, or tax advice, or a recommendation, solicitation, or offer to buy or sell any security. All investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. Consult qualified financial, legal, and tax professionals regarding your circumstances. Steward Partners and its advisors do not provide tax advice.

Tax and rollover information is general in nature, based on federal law and IRS guidance as of May 31, 2026, and is subject to change. Generally, rollover distributions paid to an individual must be completed within 60 days, may be subject to mandatory federal withholding, and may have rollover limitations depending on account type. Amounts not rolled over may be taxable and subject to additional taxes or penalties unless an exception applies. Additional rules and exceptions may apply.
Any examples are hypothetical and for illustrative purposes only. Actual outcomes will vary based on individual circumstances, taxes, and future law.

Whether to leave assets in an employer plan, move them to a new employer plan, roll them to an IRA, or take a distribution depends on factors including fees, expenses, investment options, creditor protections, required minimum distribution rules, and tax considerations. Review IRS guidance and consult qualified professionals regarding your circumstances.

Investment advisory services are offered through Steward Partners Investment Advisory, LLC ("SPIA"), an SEC-registered investment adviser. SPIA and Steward Partners Global Advisory, LLC are affiliates and collectively referred to as Steward Partners.

10/09/2026

Only two S&P 500 sectors finished higher on 10/7, with participation mostly coming
from the bigger names. Healthcare was up another 1% on the day and about 4% over the last
three months, just slightly behind the S&P 500 year to date. Utilities have been under
pressure from rates.
Source: Sector and constituent performance from The Closing Beat market dashboard
(market data via Financial Modeling Prep), as of 10/7/2026
The views expressed herein are those of the author and do not necessarily reflect the views of Steward Partners or its affiliates. All opinions are subject to change without notice. Neither the information provided, nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. All investing involves risk, including the potential loss of principal. Past performance is not indicative of future results. Please consult with a qualified financial, legal, or tax professional before making any financial decisions. Steward Partners, its affiliates, and its Wealth Advisors do not provide tax advice.

Investment advisory services are offered through Steward Partners Investment Advisory, LLC (“SPIA”), an SEC-registered investment adviser. SPIA and Steward Partners Global Advisory, LLC are affiliates and collectively referred to as Steward Partners.

10/08/2026

One thing we haven't seen lately is broad participation. On 10/6, 341 stocks moved
higher, with five new 52 week highs and one new 52 week low, and most sectors joined in.
With the S&P 500 up about 14% this year, it's been a while since we've seen that. (Source: Yahoo Finance S&P 500 Closing Price Data as of 10/06/2026)

Disclosure: The views expressed herein are those of the author and do not necessarily reflect the views of Steward Partners or its affiliates. All opinions are subject to change without notice. Neither the information provided, nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. All investing involves risk, including the potential loss of principal. Past performance is not indicative of future results. Please consult with a qualified financial, legal, or tax professional before making any financial decisions. Steward Partners, its affiliates, and its Wealth Advisors do not provide tax advice.

Investment advisory services are offered through Steward Partners Investment Advisory, LLC (“SPIA”), an SEC-registered investment adviser. SPIA and Steward Partners Global Advisory, LLC are affiliates and collectively referred to as Steward Partners.

10/08/2026

Ten of eleven S&P 500 sectors closed higher on 10/6. Utilities led at 2.96%, with all
31 utility stocks finishing up. Healthcare was the only sector lower: Eli Lilly, Merck, and
Johnson & Johnson held up, but most of the sector didn't. (Source: Yahoo Finance S&P 500 Closing Price Data as of 10/06/2026)

Disclosure: The views expressed herein are those of the author and do not necessarily reflect the views of Steward Partners or its affiliates. All opinions are subject to change without notice. Neither the information provided, nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. All investing involves risk, including the potential loss of principal. Past performance is not indicative of future results. Please consult with a qualified financial, legal, or tax professional before making any financial decisions. Steward Partners, its affiliates, and its Wealth Advisors do not provide tax advice.

Investment advisory services are offered through Steward Partners Investment Advisory, LLC (“SPIA”), an SEC-registered investment adviser. SPIA and Steward Partners Global Advisory, LLC are affiliates and collectively referred to as Steward Partners.

10/08/2026

A finished retirement plan should answer at least these five questions on one page:
1. What will I live on each month?
2. What will I pay in taxes, and when?
3. What happens if I need care?
4. When do I take Social Security?
5. What happens to my spouse?

The views expressed herein are those of the author and do not necessarily reflect the views of Steward Partners or its affiliates. All opinions are subject to change without notice. Neither the information provided, nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. All investing involves risk, including the potential loss of principal. Past performance is not indicative of future results. Please consult with a qualified financial, legal, or tax professional before making any financial decisions. Steward Partners, its affiliates, and its Wealth Advisors do not provide tax advice. This presentation describes general financial-planning considerations for educational purposes only. It is not a comprehensive list of every topic a financial plan may need to address, and the appropriate scope of a plan depends on an individual's objectives, circumstances, family situation, health, and risk tolerance. References to tax treatment, Medicare, Social Security, and survivor benefits are general in nature, are based on current law as of the date of this presentation, and are subject to change through future legislation or regulatory guidance. Nothing herein is a recommendation to claim benefits at any particular age, to purchase any insurance product, or to adopt any specific investment or withdrawal strategy. Descriptions of the Jazz Wealth planning process are general and may vary by client. Financial planning does not guarantee any particular outcome, and no plan can eliminate the risk of loss. Investment advisory services are offered through Steward Partners Investment Advisory, LLC ("SPIA"), an SEC-registered investment adviser. SPIA and Steward Partners Global Advisory, LLC are affiliates and collectively referred to as Steward Partners.

10/08/2026

Stocks in the news: AMD plans to significantly increase supply in 2027, Berkshire
Hathaway bought another 2.4 million shares of Lennar, Lamb Weston beat on earnings and
raised guidance, and Ariel Investments is pushing Mattel.
The views expressed herein are those of the author and do not necessarily reflect the views of Steward Partners or its affiliates. All opinions are subject to change without notice. Neither the information provided, nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. All investing involves risk, including the potential loss of principal. Past performance is not indicative of future results. Please consult with a qualified financial, legal, or tax professional before making any financial decisions. Steward Partners, its affiliates, and its Wealth Advisors do not provide tax advice.

Investment advisory services are offered through Steward Partners Investment Advisory, LLC (“SPIA”), an SEC-registered investment adviser. SPIA and Steward Partners Global Advisory, LLC are affiliates and collectively referred to as Steward Partners.

10/08/2026

The S&P 500 hit new highs, helped by lower yields and lower oil prices, and is up
more than 14% this year. Only two sectors, energy and technology, are beating it. According
to Bespoke, that's a record: the previous low was three sectors, in 2018, 2020, and 2023.
The views expressed herein are those of the author and do not necessarily reflect the views of Steward Partners or its affiliates. All opinions are subject to change without notice. Neither the information provided, nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. All investing involves risk, including the potential loss of principal. Past performance is not indicative of future results. Please consult with a qualified financial, legal, or tax professional before making any financial decisions. Steward Partners, its affiliates, and its Wealth Advisors do not provide tax advice.

Investment advisory services are offered through Steward Partners Investment Advisory, LLC (“SPIA”), an SEC-registered investment adviser. SPIA and Steward Partners Global Advisory, LLC are affiliates and collectively referred to as Steward Partners.

10/07/2026

What exactly do they do? Marriott is the largest hotel company by room count, yet it
owns less than 1% of its rooms. It makes money on fees from franchised and managed
hotels, about $5.4 billion worth. And it all started as a nine seat root b**r stand in 1927.
The views expressed herein are those of the author and do not necessarily reflect the views of Steward Partners or its affiliates. All opinions are subject to change without notice. Neither the information provided, nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. All investing involves risk, including the potential loss of principal. Past performance is not indicative of future results. Please consult with a qualified financial, legal, or tax professional before making any financial decisions. Steward Partners, its affiliates, and its Wealth Advisors do not provide tax advice.

Investment advisory services are offered through Steward Partners Investment Advisory, LLC (“SPIA”), an SEC-registered investment adviser. SPIA and Steward Partners Global Advisory, LLC are affiliates and collectively referred to as Steward Partners.

10/07/2026

Last week the average S&P 500 stock was pulling back while the index went
sideways, with most stocks oversold in the short term. On 10/5 that changed… Source: YCharts
S&P 500 Closing Price Data as of 10/05/2026

The views expressed herein are those of the author and do not necessarily reflect
the views of Steward Partners or its affiliates. All opinions are subject to change without notice.
Neither the information provided, nor any opinion expressed constitutes a solicitation for the
purchase or sale of any security. All investing involves risk, including the potential loss of
principal. Past performance is not indicative of future results. Please consult with a qualified
financial, legal, or tax professional before making any financial decisions. Steward Partners, its
affiliates, and its Wealth Advisors do not provide tax advice.

Investment advisory services are offered through Steward Partners Investment Advisory, LLC
(“SPIA”), an SEC-registered investment adviser. SPIA and Steward Partners Global Advisory,
LLC are affiliates and collectively referred to as Steward Partners.

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2300 Tall Pines Drive
Largo, FL
33771

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