January 8, 2021 The Georgia runoff election, Congress’s electoral vote certification, the Riots and Rampage on the Capitol, the inability to contain the Coronavirus Read More...
Does Your Financial Planning Advisor Listen?
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 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 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 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 Read More...