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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 providing outstanding service.
01. What if I pick a bad year to retire?
02. Will my income keep pace with rising prices?
03. Will my income last my entire lifetime?
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Our Office Manager, Maggie
Latitude: Freedom of Action or Choice
I am fortunate to have picked a profession that encourages (and even potentially rewards) those of us who like to point out the flaws in common wisdom and the madness of crowds. The most famous investment advice in history, "Buy low, sell high," has been largely homogenized into a more marketable form of investing that encourages you to follow the crowd and...
I'd like to share an interesting piece from LPL research:
As we noted in this week’s Weekly Market Commentary, the equity bull market isn’t limited to only the United States, as various other countries are near either record highs or 52-week highs. Today we take a closer look at two charts that could bode well for a continuation of the global equity rally.
First up, with the French election over and no major surprises, we’ll take another look at Europe....