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.
With bloated costs and gaps in access to quality services, the traditional health care model is plagued by its own chronic conditions. But at the intersection of health care and technology, we’re seeing the development of a remedy for what ails health care. We look at the change that is afoot and what it means for the investment landscape. Read the full economic outlook in the latest edition of Global Insight.
It’s about increasing the flow of capital into underserved communities in areas such as homeownership, affordable housing and small business development.
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
Trend & Cycle: The Long View