When investing with a boutique firm like Latitudes Financial Strategies, you get individual service, comprehensive financial planning and the wisdom and guidance of a an experienced financial professional. We are lucky enough to have clients from around the country who work with us, some from thousands of miles away, I'd like to think its because we are good at what we set...
Rick DiBiasio, Your Independent LPL Financial Advisor
Investment Management; Customized Portfolios
Comprehensive Financial Planning
Estate Planning Strategies
Just Advice: Fee Based Financial Planning for Young Professionals
At Latitudes, we believe that you deserve more than a mass marketed financial formula and are fierce advocates for the individual investor! You might call us a boutique, we are small by design, we a passionate about listening to our clients and seeking to provide outstanding service.
Latitudes Financial Strategies
Latitudes Financial Strategies.
Latitude: Freedom of Action or Choice
By Rick DiBiasio CFP®
If you do a simple search on the topic of relationships and finances, you’ll come across countless sobering statistics. For example, you’ll find that money is the primary reason for arguments between couples, with many couples averaging three fights per month revolving around financial issues. You’ll also learn that 3 in 10 married adults admit to potentially deceitful behavior about money and that disagreements about finances are...
There is an old Wall Street maxim thatwarns us, "A rising tide lifts all boats," and it is a reminder that in unrelentingly upward markets, like the one we are now enjoying, we are maybe not as bright as we are fortunate. Being in the right place at the right time is often half the battle.
I’d like to remind you that the stock market run...