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David Larson | Mar 15, 2021

Simple Charitable Giving Strategies to Save on Your Taxes

Non-profits depend on people like us to further their mission and to help those most in need.  Giving is essential—both for the organization receiving the gift

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David Larson | Feb 10, 2021

Money Lessons from Dad - Commie or Cappy?

My dad, Ron Larson, believed in education. While very few things in life are certain, he knew that becoming more educated is the most sure-fire thing you can do

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David Larson | Jan 25, 2021

What Do Rescue Dogs and Mutual Funds Have in Common?

Another Thanksgiving was successfully “in the books” as the lovely Emily and I headed back home after a week at the Outer Banks. This was our second

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David Larson | Nov 24, 2020

Tom Petty and Warren Buffett Agree...Do you?

We are all “Runnin’ Down a Dream” towards the future we want, and we all want to make the very best investment decisions.  By just about any measure, the stock

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David Larson | Nov 19, 2020

What Do Trusts and Burger King Have in Common?

Congratulations!  You have worked hard to save and to provide for your family and are now enjoying a comfortable lifestyle.  You are well on your way to a

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David Larson | Nov 17, 2020

5 Investing Truths Every Investor Must Know

 

  1. Very few mutual fund managers can outperform the market over the long run.  Often times, higher expenses and high turnover costs result in reduced
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David Larson | Nov 12, 2020

In 2020, Cast your Vote for THIS PERSON

I love going to conferences, so a few years ago when the chance to head down to Charlotte came up, I excitedly headed south with a colleague for a few days of

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David Larson | Nov 12, 2020

4 Questions to Ask When Your Advisor Changes Firms

In our previous blog post, we explored in great depth WHY advisors change firms.  Now that your advisor has decided to make the move, what’s next?  In this post

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David Larson | Nov 12, 2020

Why Do Financial Advisors Change Firms?

Has your advisor left for greener pastures? This occurrence is not uncommon, especially with all the changes in the business of financial advice. Like downtown

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David Larson | Nov 12, 2020

Money Lessons From Your Mom - Lesson #1: If Johnny Jumped Off a Cliff

Financial Planning

 

Writer’s note:  this blog series is written in honor of my mother, Patricia Larson, who taught me many valuable lessons about money and life. She just

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David Larson | Nov 12, 2020

What Do Lost Dogs and Beneficiary Designations Have In Common?

Beneficiaries
Retirement

We have two amazing dogs. A 16-year-old Beagle mix we found years ago, and a six-month-old Boston Terrier that brings new life to all of us. An underground

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Larson Wealth Management | Aug 3, 2020

Were You Born in a Barn?

Original Content

Think back to when you were 10 years old and running around the neighborhood on one of those hot summer days. You were out playing basketball and covered in

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