Wendy Gregory-Latitude Wealth Advisory

If giving is a priority for you, consider the potential charitable and tax benefits of a QCD.

Happy National Flag Day! Let's get ready for the 4th, celebrate our country and get those flags flying! https://www.nationalflagday.com/

Historically, investing in equities provides the greatest potential for growthand the potential for significant loss. Let’s talk about a modern investing solution that can help you weather turbulent markets and keep your plans on track.

What’s your top financial regret?

It's better to make a difference than to make a point. - Andy Stanley, Senior Pastor of North Point Community Church