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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

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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

Turning Gains Into Good

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A Smart Gifting Strategy for a Strong Market Year If your portfolio has grown significantly this year, there’s a smart way to do good, without giving up financial ground. When markets are strong, many investors find themselves sitting on appreciated assets that have gained substantial value over time. While it’s tempting to cash in and … Continued

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