Blackbridge Financial

Blackbridge Financial Our business starts with valued relationships. We value our clients’ trust. Securities offered through LPL Financial, Member FINRA/SIPC.

We honor our responsibility to you to do our best every day to help improve your financial well-being. www.finra.org, www.sipc.org. Investment Advice offered through Independent Advisor Alliance, LLC a registered investment advisor. Independent Advisor Alliance, LLC and Blackbridge Financial are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views

of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.
09/08/2026

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

Social Security: Retirement's main source of income or monthly bonus? You decide.
09/04/2026

Social Security: Retirement's main source of income or monthly bonus? You decide.

There’s an alarming difference between perception and reality for current and future retirees.

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gaine...
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.

The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial Average lagged, adding 1.34 percent. The S&P/TSX rose 2.96 percent.1,2

09/03/2026

There are billions in unclaimed dollars in the US. Is some of that yours?

Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:
09/01/2026

Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:

The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.

Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance?
08/28/2026

Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance?

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

There’s 5 phases to changing unhealthy behaviors. Here’s how to do it.
08/27/2026

There’s 5 phases to changing unhealthy behaviors. Here’s how to do it.

Five phases to changing unhealthy behaviors.

In the world of finance, the effects of the "confidence gap" can be especially apparent.
08/25/2026

In the world of finance, the effects of the "confidence gap" can be especially apparent.

In the world of finance, the effects of the

08/21/2026

Even a small bump in your 401(k) contribution could make a big difference over time. Run the numbers and see what's possible.

Medicare Advantage—Medicare Part C—is coverage from a private health insurance plan. Learn about the differences between...
08/20/2026

Medicare Advantage—Medicare Part C—is coverage from a private health insurance plan. Learn about the differences between Medicare Advantage and Original Medicare coverage here:

Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.

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644 Independence Pkwy. , Suite 300
Chesapeake, VA
23320

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