Disclosures Larson Capital Management: Investment advisory services are provided by Larson Capital Management, LLC, an investment advisor registered with the Securities and Exchange Commission. This website is designed to provide preliminary and general information about the securities and is intended for initial reference purposes only. It does not summarize or compile all the applicable information. … Continued
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How the OBBBA Expands Education and Tax Planning Opportunities By Steve Moro, Director of Larson Tax Partners, LLC The One Big Beautiful Bill Act (OBBBA) introduced several significant changes to 529 plans. These are aimed at expanding their utility and accessibility for taxpayers. Below is a detailed summary of the modifications: These changes reflect the … Continued
A Clear Framework for Confident Investing Strong portfolios are built with clarity, not guesswork. At Larson, we help you crystallize your financial priorities and design an investment strategy that reflects your goals, risk tolerance, and timeline. From early accumulation to retirement income planning, our advisors help you make informed decisions backed by experience and disciplined … 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
One of the most immediate market reactions has been in energy. Oil prices have risen as investors assess the possibility of supply disruptions, particularly around the Strait of Hormuz, a critical global shipping route for energy. At the same time, we’ve seen a familiar “risk-off” response: short-term equity volatility and a stronger U.S. dollar as … Continued
Today, women oversee roughly one-third of U.S. investable assets, about $18 trillion, and that figure is projected to climb significantly by the end of the decade.[i] Globally and across North America, the “Great Wealth Transfer” is accelerating, and women are positioned to inherit and manage an unprecedented share of those assets. But this isn’t just … Continued
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