May 4, 2026 - Article by Kevin Ellman CFP® and Paul Miller, President. A few years back, a business owner came to see me with a problem. He and his brother owned a Read More...
Direct Indexing—A More Personal Way to Invest
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...
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...