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.

Why Do Lower Prices Equal Higher Yields?

The price/yield relationship is rooted in the secondary bond market, where bonds may trade at a premium or discount of the par (or face) value.

Charity That Pays

By organizing your giving, you can make it more effective, allowing your largess to benefit not only the intended charity, but potentially yourself and your heirs. Two popular ways to structure your giving are charitable lead trusts and charitable remainder trusts.

How Much Is Enough?

When you look at your life insurance coverage as a lump sum, it might seem like a lot of money, but how much is it in relation to your annual income?

Averaging for Dollars

Dollar-cost averaging is a method of investing that may enable you to achieve a lower average cost per share over time.

More Newsletters →