Latitude Wealth Management

09/08/2026

Jobs, inflation, and interest rates remain closely connected, making this week's inflation data especially important for markets and the Federal Reserve.
Join CIO Gene Goldman on this week's episode of as he examines the final inflation reports before the Fed's September 16 meeting, what recent labor market data tells us about the economy, and why persistent price pressures could influence the outlook for interest rates and market performance.

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

09/08/2026

Read the latest issue of Retire Wise here:

For a lot of retirees, filing for Social Security felt like crossing a finish line. But the strategy behind that decision doesn't have to stay frozen the day…

09/07/2026

Happy Labor Day! 🛠️
Today, we take a moment to recognize and appreciate the hard work of individuals across the nation.

Whether you're relaxing at home or enjoying a well-deserved day off, I hope you're able to recharge and enjoy this special day.

To the builders, creators, and doers: Happy Labor Day!

09/07/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial Average lagged, adding 1.34 percent. The S&P/TSX rose 2.96 percent.1,2

09/07/2026

The financial risks to consider when evaluating self insurance?

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

09/05/2026

Strong portfolios don’t fail all at once. They erode gradually.

Inflation reduces what your wealth can buy. Taxes compound in the background. Concentrated positions introduce risk that only shows up when conditions change.

Individually, these are manageable. Together, they can materially reshape long-term outcomes. Taking a step back to evaluate how these forces interact across your full balance sheet can reveal risks that performance alone will never show.

09/02/2026

This Monthly Recap summarizes market performance, major events and news from August 2026. Read more here:

09/01/2026

Retirement planning isn’t just about the number you’ve saved, but what that number can actually support over time.

Rising costs can quietly change the picture, especially over a long retirement. Taking time to review how your plan accounts for inflation and income timing can make a meaningful difference in how confident you feel moving forward.

08/31/2026

What will this week's economic data mean for rate hike odds?
Join Chief Market Strategist Brian Klimke on this week's episode of as he breaks down key reports on manufacturing, services, employment, and Friday's closely watched jobs report. With the Fed meeting just two weeks away, markets will be looking to see whether the data strengthens or weakens the case for another hike.

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

08/31/2026

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.