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...
Monday Update by Kevin Ellman
June 8, 2020 Everyone knows that under perfect circumstances, investing in the stock market by seeking opportunities to buy low and sell Read More...
Kevin Ellman Certified Financial Planner: Coat room boy, cigar and mint boy, cashier and restaurateur, all by the age of 10.
EPISODE #2 - June 6, 2020 "When you run out of cash, they take you out of the game." Kevin Ellman Certified Financial Planner: Coat room boy, cigar and mint boy, Read More...
Kevin Ellman Certified Financial Planner learns lifelong lessons at age 16 on an African safari during summer break.
Back to all Podcasts → EPISODE #1 - June 5, 2020 "Whatever you're going to do, you got to be all in." Kevin Ellman Certified Financial Planner learns lifelong Read More...
Monday Update by Kevin Ellman
June 1, 2020 Thirty-three years ago, my wife and I decided to move out of NYC as we began to plan for starting a family. We wanted to locate within a reasonable Read More...

