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Monday Update by Kevin Ellman

~ Article by

June 15, 2020

Recently, we upgraded our Black Diamond Portfolio reporting system and can now make it available for your personal use.  The initial reviews from clients have been universally positive.
 
The Dashboard contains tabs for:

  • Total Value
  • Allocation
  • Current vs.Target
  • Gain/Loss
  • Performance
  • Transactions
  • Projected Dividends and Income
  • Bond Details
  • Overall Market Results 

If you would like us to set you up, please contact Meredith Fogel at (201) 632-2042 or Mfogel@wpsllc.net.
 
Have a great week everyone!
 
As always, if you have any questions or concerns, please call me.

Best Regards,


Kevin Ellman
CEO, CFP® Wealth Preservation Solutions
Personal Family Office / 360 Wealth Management

The opinions expressed in this commentary 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), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Wealth Preservation Solutions is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS are not affiliated with any other entity listed herein.

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

This article is for informational purposes only and is not intended as an offer or solicitation for the sale of any financial product or service or as a determination that any investment strategy is suitable for a specific investor. Investors should seek financial advice regarding the suitability of any investment strategy based on their objectives, financial situations, and individual needs. This article is not designed or intended to provide financial, tax, legal, accounting, or other professional advice since such advice always requires consideration of individual circumstances.

Exit Planning content © copyright Pinnacle Solutions. All rights reserved. Beri™ and ODI™ are trademarks of Pinnacle Solutions.

Article written by Kevin Ellman, CFP ®

As a financial advisor for over 25 years, Kevin Ellman provides the full array of financial, estate, and retirement planning services to high net-worth business owners, families, executives, and individuals. He has appeared as a financial commentator on CNBC (Morning Call, Portfolio Make-Over, Make Your Money Work, Power Lunch), and on ABC, and has been quoted in Business Week, CBS Market Watch, Fortune Magazine and The Wall Street Journal. Learn more about Kevin Ellman...