Markets continued to rebound in the 2nd quarter driven by further signals from the Federal Reserve that they may cut interest rates. Fixed Income enjoyed strong returns buoyed by falling interest rates and US Equities posted strong results. Developed Market Equities and Infrastructure assets also produced positive returns during the quarter at 3.7% and 4.9% respectively.

This past quarter, fixed income remained strong as interest rate levels continued to decline. Equities posted powerful results both domestically and internationally, and diversifiers such as real estate and infrastructure were among the strongest performers returning 15.9% and 13.8% respectively to top the US market. The US economy gained 196,000 jobs in March, marking a …

Landmark’s own Brian Laible shares his insights on the value international small caps can have on your portfolio, and takes a deeper dive into why these international investments are often times overlooked. Originally published in Investments & Wealth Monitor, November/December 2018.

Brian Laible, Co-founder, Partner and Shareholder of Landmark Wealth Management, discusses how tax bracket management is an effective tool for wealth enhancement and lowering client taxes. Originally published in Investments and Wealth Monitor, May/June 2015. 

Brian Laible, CPA, CFP®, CIMA® at Landmark Wealth Management, shares his expertise on strategic asset location, and how fine-tuning where these investments are held can increase overall wealth for a client. Originally published in Investments and Wealth Monitor, January/February 2015.