December 22, 2020 Kevin Ellman CFP and CEO and Elizabeth D'Aleo, Director of Family Offices, of Wealth Preservation Solutions discuss how being sensitive to a client’s needs, and designing a plan that successfully meets a client’s financial Read More...
Kevin Ellman’s Post-Election Market Outlook
November 12, 2020 - Now that the election is mostly settled, Kevin Ellman, CFP shares his market outlook on the impact the election results may have on your investment strategy moving forward into 2021. Read More...
The Upcoming Election and Current US Economy
October 28, 2020 - Timely Topics, continued... This week, Kevin compares the recovery of the US economy to maneuvering an aircraft carrier. Listen in to hear Kevin’s perspective on how to continue to prepare, pre and post election. Read More...
Factors Affecting the Stock Market
October 5, 2020 - In this installment of our series, Kevin Ellman CFP, CEO and Elizabeth D’Aleo, Director of Family Offices, discuss the correlation between the stock market and the economy, and the stock market and the presidential election. Read More...
Monday Update by Kevin Ellman
July 27, 2020 - It is time in the markets,not timing the markets that counts. The number one question I am asked by my clients is, “What do you think I should do with my money now?” The impetus for this question is often the fact that Read More...