Latko Wealth Management

Stability, security, service: for more than a quarter-century, this is a reputation David W. Latko has earned each day... with each customer.

David W. Latko

Latko Wealth Management, Ltd.

 

Currently, Latko Wealth Management oversees and provides brokerage services in excess of $100 million in assets placed under David's stewardship.

David has earned a national recognition for his insight and expertise in providing financial services tailored to the specific needs of each individual client. He has appeared as a featured guest on such programs as the CBS Early Show, Your World With Neil Cavuto (Fox), ABC News, CNN and many more.

He is the author of the critically and professionally acclaimed books Everybody Wants Your Money (HarperCollins) and Financial Strategies For Today's Widow (Simon & Schuster). His advice on "How To Choose A Good Financial Advisor," excerpted from the chapter of the same name in Everybody Wants Your Money, has been widely quoted by investors and consumer advocates across the country.

"In today's world, there's no shortage of charlatans and con artists laying in wait for the innocent or the unwary," says David W. Latko.

As host of the nationally broadcast talk-radio program Money & More, David has debated issues and mined the insights of such giants in the business, financial, political and news-media world as Jack Welch (former GE chairman), Robert Kiyosaki (author of Rich Dad/Poor Dad), Newt Gingrich and Dennis Hastert (both, former Speakers of the U.S. House), John Stossel (consumer advocate and host of ABC-TV's 20/20 news magazine), and numerous other notables. 

David has never feared to challenge "conventional wisdom," as in his widely publicized on-air debate with David Bach, author of  "The Automatic Millionaire Homeowner," in which David Latko debunked many of the assertations Bach had made regarding the financial aspects of home ownership-- this, months before the housing industry crashed.

Latko Wealth Management is an independent financial consulting firm which, since its creation in 1980, has guided the wealth of his clients through every economic climate. Today, more than 95 percent of all David's clients from the first day of his firm's establishment are still clients of Latko Wealth Managment.

More Links To David W. Latko:

David's Latest Book: Everybody Wants Your Money

David Latko's Talk-Radio Show, Money & More

David's Visit To The CBS Early Show

 

Over more than a quarter-century, Latko Wealth Management, Ltd. has provided a comprehensive range of expert financial management, investment counseling, retirement and estate planning under the direction of David W. Latko.

There’s Still Time to Catch Up

Worker confidence in affording a comfortable retirement fell to a record low in 2011, but investors aged 50 and older may be able to make up for lost time by maximizing contributions to retirement plans and taking advantage of catch-up contribution limits. The accompanying chart shows the potential difference in accumulation by taking advantage of catch-up contributions.

Small Companies Face Costly Cybersecurity Threats

For many small businesses, the Internet is an important tool, but cybersecuity risks are growing. 40% of all targeted Internet attacks are now directed toward companies with fewer than 500 employees, and just over half of small businesses have a basic cybersecurity plan. This article provides tips to the small business owner about how to shore up their online defenses.

GDP: Measuring the Economy

It's likely you've heard a lot about the gross domestic product (GDP) if you follow the news. But what is its impact on the national economy and how has the Great Recession impacted the GDP? This primer explains the numbers behind the GDP and what it ultimately tells us about the economic health of the nation.

Giving Strategies That Can Give Back

Americans gave more than $290 billion to charity in 2010, despite the slow economy. About 73% of charitable donations came directly from individuals. This article explains how a charitable remainder trust and a charitable lead trust could be used to provide more control over gifts while potentially benefiting the giver and his or her heirs.

More Newsletters →