Altitude Wealth Management
Financial Planning Resources and Reseach
We believe informed decisions require trustworthy data. Every recommendation we make is grounded in authoritative, independently verified sources — from federal regulators to peer-reviewed research.
“At Altitude Wealth Management, we cite our sources so you can verify our work. When we quote a contribution limit, a tax rate, or a market statistic, we link directly to the authoritative document — not a secondary summary of it.”
Federal government & regulatory agencies
Official rules, rates, and regulatory guidance that govern financial planning.
Internal Revenue Service
Tax brackets, contribution limits, deductions, and IRS publications
U.S. Securities and Exchange Commission
Investor protection, fiduciary standards, regulatory filings
FINRA
Broker-dealer regulation, investor education, BrokerCheck
U.S. Department of Labor
ERISA, retirement plan rules, fiduciary regulations
Consumer Financial Protection Bureau
Consumer protection rules, mortgage and credit guidance
U.S. Department of the Treasury
Bond rates, I Bond rates, tax policy guidance
Economic Data & Research
Macroeconomic indicators, inflation data, and monetary policy analysis.
Federal REserve
Interest rate decisions, monetary policy, economic research
Bureau of Labor Statistics
CPI, inflation rates, employment statistics
Bureau of Economic Analysis
GDP, personal income data, economic accounts
Social Security Administration
Benefit calculations, COLA adjustments, retirement planning
Industry Research & Professional Standards
Peer-reviewed and institutionally recognized financial research and professional guidelines.
CFP Board
Fiduciary standards, ethics code, financial planning practice standards
CFA Institute
Investment analysis standards, ethics, research methodology
Morningstar Research
Fund ratings, portfolio analytics, market data
Vanguard Research
Asset allocation studies, retirement income research
JP Morgan Asset Management
Guide to the Markets — widely cited quarterly market data
DALBAR, Inc.
Investor behavior analysis, QAIB annual report
Found a broken link or outdated citation? Please contact our team and we will update it promptly. We take source integrity seriously — if we cite it, it should be verifiable.
Altitude Wealth Management is a fiduciary financial planning and wealth management firm serving Lake Wylie, Clover, York County, and the greater Charlotte area.
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