Lindsay Glassman, CPA, CFP®, AIF® of Landmark Wealth Management has been awarded the Accredited Investment Fiduciary® (AIF®) Designation from the Center for Fiduciary Studies®, the standards-setting body for Fi360, a Broadridge company.

Landmark Wealth Management is pleased to announce that Joshua Kaplan, CFA®, CPWA® has earned the designation of Certified Private Wealth Advisor®.

The recently passed $900B Coronavirus Relief Bill has a number of items affecting individuals, families, and businesses. We have reviewed the Consolidated Appropriations Act of 2021, which provides Federal government funding through September 2021, and extends and amends various tax provisions and addresses several other financial planning issues. Here is a summary of the key …

Global Markets initially struggled for direction in the leadupto the US Presidential Election. However, once the uncertainty of the election outcome passed, markets began a rally strongly into year-end.

Global Markets continued their rebound from the selloff in March with strong performance in July and August. Markets were driven higher over the summer months as areas of the economy continued to recover and on the back of talks for additional fiscal stimulus for the economy.