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...
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...
Monday Update by Kevin Ellman
June 15, 2020 Recently, we upgraded our Black Diamond Portfolio reporting system and can now make it available for your personal use. The initial reviews from clients have been universally positive. The Dashboard contains tabs for: Total Read More...