Senior Financial Advisor Rick Frith is a partner and senior financial advisor who focuses on providing doctors and dentists with financial guidance, education and concierge planning services – allowing Rick’s clients to focus on their passions and create greater life balance. Since entering the financial industry a decade ago, Rick has guided his clients in … Continued
The Major Markets navigated a tumultuous week last week with mixed results. The Nasdaq was the standout performer as it added 4.41 percent followed distantly by the S&P 500 which managed to add 1.43 percent. The remaining three indices ended negative as the world once again became fixated on a banking crisis. The fall of … Continued
The attack on Israel flared up long-standing tensions in the region, causing oil prices to jump. Some market analysts said prices could rise as high as $150 per barrel, but the initial shocks only sent prices back into the $90 range.
This past weekend, the FDIC took control of Silicon Valley Bank (SVB)[1] and Signature Bank[2]. Larson has no assets held with either of these institutions, and there is no direct impact to Larson from these bank failures or the FDIC’s actions. Situations like these can be confusing, but our professional experience and understanding of banking … Continued
Mixed market results marked the end of the first half of 2024. NASDAQ and MSCI World Index closed positively, contrasting with declines in the S&P 500, Dow Jones, and Emerging Markets.
On average, it only takes three generations for a family’s wealth to be lost. Learn from one family’s mistakes and avoid the third generation curse.
Financial Planner, CIMA® Kathleen Santiago is an experienced financial planner at Larson Financial Group in Denver, CO, where she leverages her CIMA® (Certified Investment Management Analyst) designation to deliver sophisticated investment strategies and comprehensive financial planning. With over a decade of experience in financial services, Kathleen has developed a deep passion for helping clients achieve … Continued
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