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You are here: Home / Archives for Articles & Videos

Kevin Ellman’s Post-Election Market Outlook

~ About Kevin Ellman, CFP ®

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

~ About Kevin Ellman, CFP ®

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

~ About Kevin Ellman, CFP ®

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

~ About Kevin Ellman, CFP ®

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...

Monday Update by Kevin Ellman

~ About Kevin Ellman, CFP ®

Monday Update by Kevin Ellman

July 6 , 2020 - First, the good news. We often look to the housing market as a good indicator of consumer sentiment. Consumer confidence appears to be growing as mortgage applications for Read More...

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Kevin Ellman Podcast

Work. Life. Money. Insights by Kevin Ellman CFP
Work. Life. Money. Insights by Kevin Ellman CFP
Kevin Ellman, Certified Financial Planner, shares the stories of his life as the foundation for his outlook on the economy, market, and current events. Please see website for additional disclosures at https://wealthpreservationsolutions.com/kevin-ellman-cfp-podcast/

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Episode #8: Kevin Ellman Certified Financial Planner: Markets don’t like uncertainty… Looking ahead to 2021 and beyond…
by Kevin Ellman, Certified Financial Planner

What do we do? How do we plan? Should we wait? We all have a lot of questions as it relates to our current plan and the effect the upcoming election may have. Listen in to hear Kevin’s perspective on what to expect, how to prepare now and most importantly, how to be ready to move in the best direction for your plan…

For your free copy of Kevin’s book, The 7 Biggest Money Mistakes People Make and How to Avoid Them, text WEALTH to 88799.

Contact Kevin Ellman, Certified Financial Planner at https://wealthpreservationsolutions.com/about-us/kevin-ellman-certified-financial-planner/

Please see website for additional disclosures at https://wealthpreservationsolutions.com/kevin-ellman-cfp-podcast/

Thanks for listening! Please share and subscribe to the show.

Episode #8: Kevin Ellman Certified Financial Planner: Markets don’t like uncertainty… Looking ahead to 2021 and beyond…
Episode #8: Kevin Ellman Certified Financial Planner: Markets don’t like uncertainty… Looking ahead to 2021 and beyond…
October 8, 2020
Kevin Ellman, Certified Financial Planner
Episode #7: Kevin Ellman Certified Financial Planner: 1, 2, 1-2-3! Just like that, it came back to me, and my hands started to move.
September 2, 2020
Kevin Ellman, Certified Financial Planner
Bonus Episode #6: Stress Test: How will your Wealth Plan actually work if and when it’s triggered?
August 17, 2020
Kevin Ellman, Certified Financial Planner
Episode #5: Kevin Ellman Certified Financial Planner: You can learn an awful lot by paying attention.
July 20, 2020
Kevin Ellman, Certified Financial Planner
Episode #4: Kevin Ellman Certified Financial Planner: "I was an excellent driver for a 4 year old”
July 6, 2020
Kevin Ellman, Certified Financial Planner
Episode #3: Kevin Ellman Certified Financial Planner: From rowboat to speedboat; Thinking outside the box
June 15, 2020
Kevin Ellman, Certified Financial Planner
Episode #2: Kevin Ellman Certified Financial Planner: Coat room boy, cigar and mint boy, cashier and restaurateur, all by the age of 10.
June 6, 2020
Kevin Ellman, Certified Financial Planner
Episode #1: Kevin Ellman Certified Financial Planner learns lifelong lessons at age 16 on an African safari during summer break.
June 5, 2020
Kevin Ellman, Certified Financial Planner
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Get Kevin Ellman’s new book, The 7 Biggest Money Mistakes People Make and How to Avoid Them, and learn how to preserve and grow your wealth! Seven Biggest Money Mistakes People Make and How to Avoid Them: Preserve and Grow Your Wealth by Kevin Ellman CFP

Kevin Ellman Video Series


ETFs Part One

ETFs Part Two

ETFs Part Three

The Wealth Preservation Solutions Team

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Articles & Videos On Investing

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  • Finding A Financial Advisor – Part 2
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