Latitude Wealth Advisory

Market movements from deep lows to record highs the past year re-affirm the importance of maintaining a balanced portfolio. Let us help you develop your long term strategy for your goals.

When the stock market fluctuates, it’s natural to feel uncertain about your portfolio. At Latitude Wealth Advisory, we can provide personalized advice and portfolio recommendations to support your financial goals throughout all market cycles.

23 days, 16 states, 5 planes, several trains, & over 3600 road miles, exhausting. Spending time with family and those you love for the holidays.... well worth it!

I used this a couple years ago and felt like after this crazy twilight zone year, it seemed appropriate. Happy New Year to all!

2020 has been like the twilight zone, but holidays are always better with family & loved ones! The beginning of my Christmas odyssey had me in planes, trains, and automobiles, but I got my folks from New England to Oklahoma for Christmas. Merry Christmas to all!

Retirement planning is even more important during the last five years before you retire. If you’re approaching that five-year countdown, let’s talk.

I’m not just thankful for pie, I’m thankful for my wife and the time we spent together baking it. I’m also thankful for everyone in my life and wish you all a very blessed Thanksgiving!

In these uncertain times, why worry about tomorrow when you can plan for it? Personal financial advice can help.

Here's to all the Veterans around the world who spent so much time away from their families over the years. We appreciate the sacrifice you have made for our freedoms! Happy Veterans Day to all veterans, but especially this one who celebrates his birthday today!

Without a final outcome, the election implications for investors remain unclear. Ameriprise Chief Market Strategist David Joy shares his perspective for this uncertain period.

We have volunteered in the past with the Ronald McDonald House in Tulsa. The House Party is one of their annual fundraisers. This year they have gone virtual and it gives you an opportunity to experience cooking classes in your own home. Check it out and see if it's something you might enjoy!

Apparently there is a day for everything, and this is Boss's Day. With that in mind, here's a picture of me taking the bull by the horns on Wall Street, circa 1999. (notice my phone clipped onto my belt!)

A lesson most of us hear when we are younger is measure twice, cut once. We often forget this as we get older and life speeds up. Having a plan for your future helps avoid the potential pitfalls of acting without enough thought. Call us if you are interested in discussing how we can help you develop your financial plan!