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Work. Life. Money. Insights by Kevin Ellman CFP

Work. Life. Money.
Insights by Kevin Ellman CFP

  • The Cost of an Incomplete Business Succession Plan
    In business succession and exit planning, an incomplete plan can be worse than having no plan at all. Kevin Ellman, CFP, and Paul Miller share the story of one business owner who made a common mistake—and what you can do to avoid it.
  • Direct Indexing—A More Personal Way to Invest
    Investors have long used index funds and ETFs to gain broad market exposure. They’re trusted tools because they’re low cost, efficient, and diversified. Recently, however, we’ve introduced a more refined approach for many families: direct indexing. Kevin Ellman, CFP, explains what direct indexing is, why we like it, and who may benefit most.
  • Market Outlook – March 2026
    Over the past few weeks, many clients have asked a common question: “How will the current geopolitical tension affect the markets?”  While no one can predict the path of events with certainty, based on what we’re seeing now, the U.S. economy remains generally resilient, even as events in the Middle East create short‑term uncertainty.
  • Why An "I Love You Will" Is Not Enough
    Most people have a simple “I Love You Will,” leaving everything to a spouse and then to children. It seems straightforward and protective on paper—but is it? Kevin Ellman, CFP, explains why it may not be enough to safeguard your family’s future and why incorporating asset protection into your estate plan is so important.
  • Kevin’s 2026 Market Outlook
    What’s going to happen in the market this year? While no one can predict exactly what’s ahead, in his 2026 Market Outlook, Kevin Ellman, CFP, explains why current trends point to moderate, steady growth, which global risks we’re monitoring closely, and why we remain cautiously optimistic—while staying disciplined, thoughtful, and ready to pivot if conditions change.

Kevin Ellman, Certified Financial Planner, shares his outlook on the economy, the market, and current events.

The opinions expressed in this podcast are those of the author and may not necessarily reflect those held by Kestra Investment Services, LLC or Kestra Advisory Services, LLC. 
This is for general information only and is not intended to provide specific investment advice or recommendations for any individual. It is suggested that you consult your financial professional, attorney, or tax advisor with regard to your individual situation. Comments concerning the past performance are not intended to be forward looking and should not be viewed as an indication of future results.

Securities offered through Kestra Investment Services, LLC (Kestra IS), FINRA / SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Wealth Preservation Solutions, LLC is not affiliated with Kestra IS or Kestra AS. Neither Kestra IS nor Kestra AS provide legal or tax advice and are not Certified Public Accounting firms.

Investor Disclosures: https://bit.ly/KF-Disclosures