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