Joshua Jaffe Longbridge Wealth at Steward Partners

07/23/2026

I wanted to share a timely update that caught my attention. While it may not apply to everyone, I thought it was important enough to pass along in case it's relevant to you or someone you know.

My goal is to help you stay informed and proactive- not just when it comes to investing, but across all areas of financial planning. If you'd like to discuss how this information fits into your own situation, I'm always happy to help.

Trump Accounts launched on July 4. Here's what you need to know.

07/15/2026

I wanted to pass along a quick update that I think you'll find helpful. Whether it's a change in the markets, a planning opportunity, or an important rule update, my goal is to keep you informed about topics that could impact your financial life.

As always, if you have any questions or would like to discuss how this applies to your situation, don't hesitate to reach out.

A wide range of domestic institutions and foreign countries hold America's approximately $39 trillion debt.

07/08/2026

Quick note given the recent market moves -- this is well within normal market behavior.

We're monitoring things closely as always. Reach out if you want to talk through it.

Social Security and Medicare benefits may be reduced unless Congress acts soon.

05/06/2026

Quick market check-in for the month.

There's been plenty of noise lately, but not much that changes the long-term outlook. Below is a simple breakdown of what's driving markets right now -- and what actually matters for your portfolio.

The latest issue of Market Month is available.

04/22/2026

Quick note given the recent market moves -- this is well within normal market behavior.

We're monitoring things closely as always. Reach out if you want to talk through it.

Geopolitical tensions, airport disruptions, rising airfare costs, and long TSA lines have made traveling in 2026 more complicated. Some keys to a safe and successful trip are to stay informed, plan ahead, and remain flexible.

04/16/2026

Quick note given the recent market moves -- this is well within normal market behavior.

We're monitoring things closely as always. Reach out if you want to talk through it.

What will you do with your tax refund?

04/01/2026

Quick note given the recent market moves -- this is well within normal market behavior.

We're monitoring things closely as always. Reach out if you want to talk through it.

Our latest Client Alert takes a look at the annual list of tax scams released by the IRS.

03/26/2026

Quick note given the recent market moves -- this is well within normal market behavior.

We're monitoring things closely as always. Reach out if you want to talk through it.

It's natural to be concerned with the economic impact of the war with Iran.

03/18/2026

See which countries export and import the most crude oil flowing through the Strait of Hormuz.

03/11/2026

The federal income tax filing deadline for most individuals is Wednesday, April 15, 2026.