Risk Factors

Risk Factors An investment in the Fund involves a number of significant risks. The risk factors set forth below are those that, at the date of this Memorandum, the Managing Member deem to be the most significant. The following is not intended to be a complete description or an exhaustive list of risks. Other factors … Continued

Qualified Opportunity Zones

What is a Qualified Opportunity Zone? Introduced under the Tax Cuts and Jobs Act of 2017, an Opportunity Zone is an economically distressed area that is nominated by individual states and certified by the IRS. A complete list of QOZs is available on the US Department of Treasury’s website. Economically distressed communities (>20% poverty rate), many … Continued

Privacy Policy

Privacy Policy California residents, click here. Advisory Services offered through Larson Financial Group, LLC, a Registered Investment Advisor. Securities offered through Larson Financial Securities, LLC, Member FINRA/SIPC/MSRB. We respect the privacy of our newsletter subscribers, clients, contacts, those who answer our surveys, and those who fill out our questionnaires. It is our policy: 1. Choice and consent. To … Continued

The Fall of SVB was Remarkably Fast

The Major Markets fell once again last week as the market dealt with the news of a bank run. All five indices fell substantially with the Nasdaq seeing the greatest losses. The S&P 500 was not far behind with a loss just over 4.5 percent. For investors, there was a sense of trepidation midweek as … Continued

Strategies for Reducing Your Effective Tax Rate

As winter gives way to spring, many physicians are finding themselves in the familiar position of preparing their tax returns in advance of the April filing deadline. Compounding the stress is the complex tax code. Doctors tend to be among the busiest of professionals, making it a challenge to keep up with all the rules … Continued