Mitchell A. Wood, Financial Advisor

Mitchell A. Wood, Financial Advisor Mitchell, or Mitch as many call him, grew up in Flint, Michigan, in a modest home on 10 acres next to his grandparents. Member FINRA/SIPC. finra.org sipc.org.

Summers were spent exploring the woods and in the shadow of his grandparents learning gardening, cooking, quilting, and building. Dinnertime meals served as the basis of his business education as he heard his parents discuss the day-to-day challenges of owning and operating businesses. An old soul, Mitchell realized early on that his life would be different than others. Growing up with two older b

rothers, one with Down syndrome, he knew that life events were significant as not everyone would experience milestones in life the same way or at all. Life needs to be appreciated and with purpose. After high school, Mitch pursued a path in youth ministry, studying to become a youth pastor and was active volunteering at their church. During college, he married his high school sweetheart, Katrina, and quickly found himself balancing full-time work, school, and family life—lessons in responsibility and prioritization that would later inform his approach to financial planning. The great irony, he notes with a smile, is that he went from “working with poor teens to helping rich old people.” As he often tells people, people are often still at the mercy of their own emotions. He still finds value and purpose in advising people who are just older “teenagers” now, albeit with bigger portfolios. Mitch’s professional journey in finance began in 2004 when he joined a hybrid RIA through a relationship from his church. Over time, he learned how ministry could be done outside the walls of the church and assumed responsibility for operations, portfolio construction, compliance, and client management, eventually earning his Series 7 and 66 licenses. In 2011, he transitioned into consulting, helping over a thousand advisors nationwide optimize their operations, build repeatable processes, and deliver better client experiences. In 2015, he started his own RIA and in 2018, he returned to the firm where his career began, stepping into the role of COO. Both of these two companies were later acquired by Larson Financial Holdings. From there, he served as president of Larson Network Services and eventually COO of Larson Financial Holdings, leading the operational teams consisting of investments, compliance, marketing, legal, information technology, human resources, and finance that served as the hub for the various subsidiaries of Larson Financial Holdings, including their various RIAs, Broker Dealer, tax planning, and addition client services affiliates. In 2023, Mitch took on the role of President of Intrua Financial, providing guidance and support for the advisors and clients service teams nationwide. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

06/10/2026

After matching the longest consecutive string of weekly gains since the end of 2023, the S&P 500 suffered its sharpest setback since May of 2025. For the blue chip index, last week’s losses were effectively encapsulated by Friday’s 2.64% pullback.
By the end of the week, the S&P 500 fell 2.6%, the Russell 2000 lost 2.9%, and the Nasdaq dropped 4.7%. The Dow managed to be the best of the worst with a loss of only a third of a percentage point
The week's decline was driven largely by a reversal in technology and AI-related stocks. After strong early-week enthusiasm for AI infrastructure spending, investor sentiment shifted following Broadcom's earnings report and a stronger-than-expected May jobs report. Rising Treasury yields further increased concerns that the Federal Reserve may keep interest rates higher for longer, pressuring high-growth stocks.
Technology and consumer discretionary were the worst-performing sectors, with semiconductors and software leading the decline. Defensive sectors outperformed, with Energy, Health Care, Real Estate, and Consumer Staples all posting gains of around a percentage point or higher.
Across the style boxes, we see that the segment that has benefited the most from the recent explosive growth in Large Cap tech was hit the hardest. While all nine style boxes saw losses, the non-Large Cap Growth or Blend boxes had relatively muted performance last week.
Overall, the week reflected a meaningful shift f rom aggressive growth investing toward more defensive positioning as investors adjusted to higher interest-rate expectations and increased market volatility.

05/27/2026

The Major Markets closed higher across the board ahead of the Memorial Day Weekend. Last week was noteworthy for the rotation that seemed to take place as the recent dominate leaders of the Nasdaq and the S&P 500 took a backseat to the more concentrated Dow Jones and the small cap Rusell 2000.

This was further evidenced by the performance of the style boxes which saw large cap growth lag and small cap value lead. That said, the gain of 88 basis points in the S&P 500 was welcomed. Furthermore, as volatile as the stock market or the greater economy or geopolitics has felt recently, last week’s positive performance actually stands as the 8th consecutive weekly gain since the end of March. Said differently, every week this quarter has so far been positive. The last time we saw a consecutive weekly run this long was at the close of 2023.

Two of the main drivers of late have been earnings and oil. As FactSet pointed out last week, 94% of S&P 500 companies have reported their earnings result with 84% of those companies beating their expectations. This exceeds recent historical averages in both the number of companies beating estimates as well as the magnitude of the surprises.

That said, oil continues to be a heavy concern on market participants. Oil prices have fallen off the April highs and even the recent retests of highs in May have fallen short of the level that we saw last month. Nevertheless, the cumulative impact of higher prices have begun to be felt more and more in the larger economy.

The EIA is set to report the May national average of all grades and all formulations of gasoline later this week. While April’s reading of roughly $4.25 was nowhere near as high as the peak of Summer 2022, it was still higher than the Summers of 2008, 2012, 2014, and 2023.

This element has popped up in a few different earnings calls. Walmart was one of the more notable companies which highlighted this dynamic in their call last week, the CEO spoke about stressed consumer and the potential for higher store prices in the future. And while they had a slight positive earnings surprise, their share prices fell as a result.
The CME Group has followed this reasoning further forward with the greater probabilities of the Fed Funds rate now firmly reflected a rate increase at the turn of the year compared to a rate decrease as previously thought.

04/01/2026

The Major Markets closed mostly lower again last week. This marked the 5th consecutive weekly loss for the S&P 500 as it gave back 2.12%. As of Friday, the S&P 500 closed at 6,368.85, placing the index back where it was at in August of last year.
Early in the week, markets rallied as oil prices dropped on hopes of easing tensions between the U.S. and Iran. But that optimism faded quickly as conflicting headlines brought uncertainty back into focus.
From there, volatility in oil and rising Treasury yields created a tough environment, especially for large-cap growth stocks. Mega-cap tech led the downside, with software and internet names hit particularly hard.
But not all the indices saw red last week. Mid and small cap stocks did see some green. This highlights some of the rotation that has been taking place this year.
At the same time, we saw strength in other areas. Energy and materials outperformed as oil pushed back toward $100 per barrel, and defensive sectors like utilities and consumer staples also held up relatively well.
By the end of the week, selling pressure intensified as geopolitical tensions escalated and oil prices climbed again, dragging the broader market lower.
Markets continue to be driven more by macro forces than fundamentals. Until these forces stabilize, expect continued volatility and ongoing sector rotation.

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