At The Westside Group, we are very proud that Financial Advisor Jaqueline Larson is a recipient of the following prestigious awards. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well.
With tax season upon us, you may be wondering when to expect your documents. Take a look at the chart below for an estimated mailing date and feel free to call us with any questions or to discuss what tax strategies we can implement to lower your taxable income in 2021
Revised 1099 Tax Information Summary
(tax year 2020 - revision 1)
Our mission at The Westside Group is to understand your financial situation so we can provide you with trustworthy and collaborative guidance on achieving your goals and wishes. We work closely with you to ensure your priorities stay top-of mind through your financial journey.
Once, the green technologies theme was a niche that was “nice to have.” Now, we’re seeing a transformative shift to a clean energy world, and with it the next normal. We explore four key drivers underpinning the GreenTech growth prospects. Read the full economic outlook in the latest edition of Global Insight.
Equity markets have responded tamely to strong corporate earnings and GDP growth estimates. But investors shouldn’t overlook the bigger trends afoot.
Learn more about The Westside Group
March 12, 2021
Personal budget worksheet
March 18, 2021
Global Insight Weekly
April 6, 2021
Fixed Income Interest Rate Market Monitor
Quarterly Economic and Market Update