March 30, 2026 Over the years, many of our clients have used index funds and ETFs to get broad market exposure. These have been, and continue to be, excellent tools Read More...
Kevin Ellman, CFP ®Email kellman@wpsllc.net
As a financial advisor for over 25 years, Kevin Ellman provides the full array of financial, estate, and retirement planning services to high net-worth business owners, families, executives, and individuals. He has appeared as a financial commentator on CNBC (Morning Call, Portfolio Make-Over, Make Your Money Work, Power Lunch), and on ABC, and has been quoted in Business Week, CBS Market Watch, Fortune Magazine and The Wall Street Journal. Learn more about Kevin Ellman...
Market Outlook – March 2026
March 6, 2026 Over the past few weeks, many clients have asked a common question: “How will the current geopolitical tension affect the markets?” While no Read More...
Why An "I Love You Will" Is Not Enough
February 9, 2026 Most people think a simple will is all they need to protect their assets. The vast majority have what is called an “I Love You Will,” which typically Read More...
Kevin’s 2026 Market Outlook
January 20, 2026 I’ve been getting the same question in many of my recent calls: “Kevin, what do you think is going to happen in the market this year?” It’s a fair Read More...
What Impact Will Inflation Have on the Stock Market?
December 5, 2021 Kevin Ellman and Elizabeth D'Aleo are joined by Kara Murphy, CFA, Chief Investment Officer at Kestra Investment Management to discuss the Read More...