Investment News and Insights

Stay current on financial news and get retirement tips. Learn how to get the most our of your money.

Landmark investment center located at Landmark Credit Union

State Income Tax Across the Map

Here are some interesting facts about state individual income tax rates.


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Do You Have Enough Life Insurance?

Your life insurance needs change as your life changes. You should periodically review your coverage to ensure it meets your needs.


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Making the Most of Your Credit Card

Many individuals are using credit cards for a variety of benefits.


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What's Your Real Return?

To estimate actual income or growth potential of your investments, it's important to consider the effects of taxes and inflation.


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Just Your Average Millionaire

Unfortunately, having a national average net worth that exceeds $1 million does not mean the typical American is a millionaire. 

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Eight Great Investing Quotes

These quotes from successful investors, economists, and other insightful thinkers may help provide perspective and focus for your investment strategy.

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retirement-rule-posing-challenges

It's Complicated: Inheriting IRAs and Retirement Plans

The new rules for retirement account beneficiaries may pose a tax-management challenge when it comes time to inherit.

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The IRS Wants More Info About Your GIg Income

Individuals who earn money through a payment app or online marketplace may be affected by a new tax reporting requirement.

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Friend or Foe? Trade Shifts Reflect Geopolitical Risks

In 2023, the United States bought more goods from Mexico than China for the first time since 2002. 

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Watch for These Hazards on the Road to Retirement

On your journey to retirement, it's important to syay focused - and be aware of a few key risks that could throw you off course.

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Mixing It Up: Asset Allocation and Diversification

It's easy to lose sight of fundamental strategies as you track the performance of specific securities or the dollar value of your investments.

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After the Loss of a Loved One, Watch Out for Scams

Unfortunately, scam aftists often prey on individuals grieving after the loss of a loved one.

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Landmark Credit Union ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Landmark Credit Union and Landmark Investment Center are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Landmark Investment Center, and may also be employees of Landmark Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Landmark Credit Union or Landmark Investment Center. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government AgencyNot Landmark Credit Union GuaranteedNot Landmark Credit Union Deposits or ObligationsMay Lose Value

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