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Advisory
Larson Resources Stay up-to-date on the latest stories affecting the financial sector and your investments.
Transitioning to Practice: You’re Making Money! Now What?
You’re finally making the move from residency and transitioning to practice. Connect with an advisor who works with physicians before signing your next contract.
Is a Federal Reserve Rate Cut Coming?
The Fed is likely to cut rates this September. Learn how a rate cut could impact the economy, investors, mortgages, and your financial strategy.
US Markets Push Higher as Fed Cut Bets Build
US Markets Push Higher as Fed Cut Bets Build, with the Dow, S&P, and Nasdaq gaining while small caps lead. Investors eye tariffs, earnings, and Powell’s Jackson Hole speech.
Mike Davidoff
Financial Planner Mike Davidoff is a dedicated financial planner and investment manager at Larson, specializing in helping clients achieve their financial goals through strategic planning and investment management. He thrives in the collaborative, client-focused culture of the team, where hard work and humility are key values that drive him to do his best every day. … Continued
Smart Saving for the School Year
How 529 Plans Support Education and Estate Planning Backpacks? Check. Notebooks? Check. Crayons, calculators, and lunchboxes? Check, check, and check. As families scramble to wrap up their back-to-school shopping, one item that rarely makes it onto the supply list (but absolutely should) is a 529 plan. While it may not fit in a backpack, this … Continued