A Donor-Advised Fund is a popular, flexible, and tax-efficient way to contribute to your favorite charities.
Every firm needs policies and procedures as required by the SEC, and the compliance manual is the best practice for outlining these.
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, 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.