June 15, 2021 Kevin discusses his updated outlook on the market as of June 2021 by examining 6 key economic indicators that may affect market performance. For more information contact Kevin Ellman CFP and CEO at kellman@wpsllc.net or Read More...
It’s Not Timing the Market, but Time in the Market!
May 12, 2021 Kevin demonstrates how a strategy of trying to pick stock winners or chasing the “hot dot” is a poor approach to investing in the Stock Market. Instead, he advocates a long term perspective, building and nurturing a Read More...
Six Key Areas That May Affect the Economy and the Stock Market
April 22, 2021 One of the most frequent questions Kevin gets asked is: What is the Stock Market going to do? Kevin shares one of the techniques he uses to develop his stock market outlook. For more information contact Kevin Ellman CFP Read More...
Can Your Family Wealth Management Plan Pass the 360° Stress Test?
The Personal Family Office Essential Guide to 360° Family Wealth ManagementAuthors: Kevin Ellman CFP, CEO and Paul D Miller.Published: March 2021 Purchase for $24.99 on Amazon Take the 360° Stress Test and get your free copy. Kevin Read More...
Corporate Charitable Giving – Reap Corporate Tax Benefits While Supporting Your Favorite Charities
February 26, 2021 Learn how our turn-key system makes it easy to set up and manage a Corporate Donor Advised Fund or a Corporate Foundation. These charitable vehicles can help you significantly lower your taxes. For more information Read More...