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Wealth Insights

Q4 ECONOMIC & MARKET INSIGHT

December 31, 2022

All asset classes rallied in the 4th quarter to close out one of the most challenging years for investors since 2008.

Market Update

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Wealth Insights

Intentionally Defective Grantor Trusts

December 7, 2022

A popular estate planning tool, IDGTs are particularly useful now through December 31, 2025.

Estate PlanningTax Planning

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Firm Announcement

Partners Featured in Business First Spotlight

November 23, 2022

Founding and managing partners, Mark Collard and Brian Laible were featured in Business First’s 40 Under 40 Alumni, Where Are They Now? See what Mark and Brian have been up to!

Firm Announcements

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Wealth Insights

Seven Themes for Success in Retirement

November 3, 2022

Landmark’s Josh Kaplan outlines seven points for consideration as retirement approaches.

Retirement Planning

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Wealth Insights

Q3 ECONOMIC & MARKET INSIGHT

September 30, 2022

Financial markets struggled in the 3rd quarter.

Market Update

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