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Major Markets Felt Jolly Last Week

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Explore the latest insights on the financial markets with Larson Market Commentary. Dive into the fifth consecutive week of gains for the S&P 500, discover the standout performance of Small Cap Value stocks, and stay updated on key market indices and S&P sectors. Get expert analysis on the economic landscape, including missed expectations in New Home Sales and the dynamic shifts in the Yield curve. Agent/Broker Dealer Use Only.

Jake Whipp

Senior Financial Advisor Jake Whipp joined Larson Financial Group in 2008. He has the following registrations: Life and Health Insurance licenses, Series 7, and Series 66. Helping physicians protect and accumulate wealth is especially important to Jake because his wife, Amy is a Physician. “For us, financial planning starts at home. We use the same principles … Continued

A Speech by Fed Chairman Jerome Powell

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The dominant economic news last week was around the topic of inflation. Retail Sales came in hotter than expected on Tuesday. On Wednesday, Housing Starts came in just slightly below expectations while Building Permits exceeded expectations. This was echoed on Thursday with Existing Home Sales which came in slightly above estimates.

Glossary

Glossary of Terms # A B C D E F G H I J K L M N O P Q R S T U V W X Y Z # 401(k) Plan — An employer-sponsored retirement savings plan in which employees invest part of their pay and avoid current taxes on that income. Employee contributions … Continued

Warrior Impact

At Larson, our Warriors are driven by a goal-oriented mindset extending beyond the office. In pursuit of our 2030 goal of seeing 100,000 clients, colleagues, and communities flourishing, we empower our team members to make a tangible impact in their communities by using their “Warrior Impact Time.” warrior (noun) /ˈwôrēər/: a person who shows great courage … Continued

Strategies for Reducing Your Effective Tax Rate

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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

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