Market Commentary by Larson COO Mitchell Wood The Major Markets ended mostly lower last week with the Dow Jones being the lone holdout in positive territory. The Dow Jones benefited from its narrow exposure to Blue Chip Stocks that outperformed the broader Large Cap style box. Across the style boxes, only Large Cap Growth managed … Continued
Market Commentary by Larson COO Mitchell Wood The final week of the first quarter ended on a positive note as all five indices closed higher. For the first time in recent memory, the MSCI World index saw the greatest gains followed not too far behind by the S&P 500. The S&P 500 logged its third … Continued
At Larson, we believe everyone deserves the opportunity to thrive. You deserve personalized and comprehensive support in pursuit of your goals, and we’re dedicated to being your most trusted financial resource. With a focus on understanding your unique needs, our custom-tailored investment strategies are designed to empower you to navigate your financial journey with confidence. … Continued
Accredited Investor Criteria AN INVESTMENT IN THE FUND IS SUITABLE ONLY FOR INVESTORS OF SUBSTANTIAL FINANCIAL MEANS WHO HAVE NO NEED FOR LIQUIDITY IN THIS INVESTMENT. The Fund intends to sell Fund Interests only to “eligible investors.” An “eligible investor” in the Fund must be an “accredited investor,” as defined in Rule 501(a) of Regulation … Continued
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