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 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.

Global Markets rallied strongly in the 2nd quarter off of their March lows. The Dow Jones and S&P 500 indexes recorded their strongest quarter since 1987 and 1999, respectively.

As countries and economies around the world came to a standstill with the rapid spread of the COVID-19 pandemic, global markets plunged, falling over 22% through March.