February 10, 2021 Kevin Ellman CFP and CEO, and Elizabeth D'Aleo, Director of Family Offices, of Wealth Preservation Solutions, LLC explain Kestra's New Read More...
The Donor Advised Fund – Give While You Live
January 15, 2021 A Donor Advised Fund is a real time, tax-deductible and flexible, gifting strategy. In addition to being a highly efficient and easy to set Read More...
Should you continue to invest in the Stock Market in light of recent events?
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...