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...
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 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 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 Read More...


