Client Access
Close Menu
Close Menu
Full Menu
Client Access

Author: Aileen Beno-Lietz

2026 Mid-Year Outlook

By

“Events, dear boy, events.” -Former British Prime Minister Harold Macmillan Blink and you may have missed it, but we’re now more than halfway through 2026. Future historians will have a field day sorting through the multitude of monumental events that took place, and yet, the first half of the year was a reminder that headlines … Continued

2026 Top Workplace

By

We are proud to announce that Larson Financial Holdings has been named a 2026 St. Louis Top Workplace by the St. Louis Post-Dispatch for the second consecutive year. The recognition is especially meaningful as we celebrate 20 years of serving individuals, families, business owners, and communities across the country. While much has changed since our … Continued

SpaceX IPO

By

SpaceX’s highly anticipated IPO is generating significant investor interest. Learn what to consider about portfolio fit before investing.

Graduated… Now What?

By

The good news? You’re not stuck, and you’re certainly not out of options. In fact, recent updates have made 529 plans more flexible than ever. The key is understanding your choices and how each one impacts your long-term financial picture. A Quick Refresher: Why 529 Plans Matter A 529 college savings plan is designed to … Continued

Dollar-Cost Averaging in a Volatile Market

By

In fact, recent market behavior has followed a familiar pattern. Even with geopolitical shocks, markets have remained relatively orderly, with volatility staying within historical norms and long-term trends largely intact. Therefore, the question becomes: how do you continue investing when the environment feels anything but predictable? One answer is a strategy built specifically for moments … Continued

Schedule a Consult