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You are here: Home / Archives for Articles & Videos

What is Cryptocurrency and Should I Invest In It?

~ Article by Kevin Ellman, CFP ®

What is Cryptocurrency and Should I Invest In It?

October 29, 2021 Kevin and Elizabeth are joined by Kara Murphy, CFA, Chief Investment Officer at Kestra Investment Management. We answer the following Read More...

A successful 401(k) Plan will attract and retain employees while protecting against costly penalties

~ Article by Kevin Ellman, CFP ®

A successful 401(k) Plan will attract and retain employees while protecting against costly penalties

September 15, 2021 Kevin Ellman CEO, and Michael Csedrik, Director of Retirement Plans at Wealth Preservation Solutions, delve deep into the critical factors Read More...

Own The Future! Join us for our quarterly webinar on October 26, at 11 am EST

~ Article by Kevin Ellman, CFP ®

Own The Future! Join us for our quarterly webinar on October 26, at 11 am EST

Join Kevin Ellman, CEO of Wealth Preservation Solutions and Anna Verhaegan, Investment Strategist of BlackRock, as they discuss their market outlook and take a deep dive Read More...

Kevin Ellman’s June 2021 Market Outlook

~ Article by Kevin Ellman, CFP ®

Kevin Ellman’s June 2021 Market Outlook

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 Read More...

It’s Not Timing the Market, but Time in the Market!

~ Article by Kevin Ellman, CFP ®

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 Read More...

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The 7 Biggest 401(K) Plan Mistakes Business Owners Make and How to Avoid Them Kevin Ellman The Seven 401(k) Plan Mistakes Business Owners Make & How to Avoid Them
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Featured Articles and Videos

  • Finding A Financial Advisor – Part 1
  • Finding A Financial Advisor – Part 2
  • Exchange Traded Funds Part 1
  • Exchange Traded Funds Part 2
  • Exchange Traded Funds Part 3
  • Dollar Cost Averaging
  • Dividends Part 1
  • Dividends Part 2
  • Strategies to Help Maximize Your Money
  • Our Investment Planning Process
  • Estate Tax and Succession Planning After the Cliff
  • Estate and Business Succession Planning
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

  • About Us Overview
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  • Paul D. Miller
  • Robert W. Davis CFP®, RICP®
  • Dolores White
  • Susan J. Forman CFP®
  • Carrie Ware
  • Matthew Waldman, CLU®, ChFC®
  • Michael Csedrik

Articles & Videos On Investing

  • Finding A Financial Advisor – Part 1
  • Finding A Financial Advisor – Part 2
  • Exchange Traded Funds Part 1
  • Exchange Traded Funds Part 2
  • Exchange Traded Funds Part 3
  • Dollar Cost Averaging
  • Dividends Part 1
  • Dividends Part 2
  • Strategies to Help Maximize Your Money
  • Our Investment Planning Process
  • Estate Tax and Succession Planning After the Cliff
  • Estate and Business Succession Planning

Services Overview

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About Wealth Preservation Solutions

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