Latham Wealth Management

07/18/2026

A common belief is that once your financial plan is set, you can stop thinking about it.

But life changes:

➡️ Tax laws
➡️ Markets
➡️ Family needs
➡️ Retirement timelines

That’s why our Second Opinion Service focuses on reviewing your current financial picture and existing plans — making sure they still align with your life today.

Planning isn’t a one‑time event. It’s an ongoing process that should evolve as you do.

If you haven’t reviewed your plan recently, it may be worth revisiting.

👉 Message “REVIEW” for a second opinion.

07/17/2026

If you died, what would happen to your email archives, social profiles, and online accounts?

If you died, what would happen to your email archives, social profiles and online accounts?

07/15/2026

Small contributions can add up to something big. See how compound interest works over time and what it could mean for your financial future.

Explore how compound interest can grow your money over time with this interactive tool.

07/13/2026

In the world of finance, the effects of the "confidence gap" can be especially apparent.

In the world of finance, the effects of the

07/11/2026

Many people invest consistently… but still aren’t truly optimizing their wealth.

Because there’s a difference between simply having investments and having a coordinated, intentional strategy.

Optimization means aligning your decisions with your goals, your timeline, and your risk comfort — not reacting to short‑term market movements.

If you’re wondering whether your current approach is as efficient as it could be, a second opinion may offer clarity.

👉 Connect with us at lathamwealth.com to learn more.

07/10/2026

What can a fairy tale teach us about goal-setting success? Watch our video and find out.

Do you know how to set up your financial goals for success? This knight does.

07/09/2026

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The S&P 500 rose 14.87%, the Nasdaq gained 21.41%, and the Dow picked up 12.90%, while Canada’s S&P/TSX Composite added 6.37%. Looking ahead, markets may continue to react to Middle East updates, oil prices, inflation trends, and the pace of global commerce through the Strait of Hormuz. From U.S. home price growth to Canadian housing forecasts, this quarter’s by-the-numbers highlights the data behind one of North America’s most closely watched markets.

Stocks saw solid gains in the second quarter, riding a wave of enthusiasm over upbeat economic reports, ongoing diplomatic efforts in the Middle East, and strong first-quarter corporate numbers.

07/08/2026

There are billions in unclaimed dollars in the US. Is some of that yours?

Here’s a quick guide to checking to see if you have unclaimed money.

07/08/2026

Here's to 250 years of growth as a nation. May we learn from our past and always strive to Grow to be better than we were yesterday.

07/06/2026

Even if you’re young and single, you should still consider protecting yourself with insurance.

Even if you’re young and single, you should still consider protecting yourself.