In this first of a three part series, Kevin Ellman, CFP® explains why we should know about Exchange Traded Funds or ETFs. When we build client portfolios one of the investment tools we can use are Exchange Traded Funds or ETF’s. ETF’s can offer Read More...
Exchange Traded Funds – Part 2
In this second of a three part series, Kevin Ellman, CFP® explains why we should know about Exchange Traded Funds or ETFs. Generally most index funds are very low cost, ranging between .08% and .70% where the average mutual fund expenses can range Read More...
Exchange Traded Funds – Part 3
In this last of a three part series, Kevin Ellman, CFP® explains why we should know about Exchange Traded Funds or ETFs. As index funds they can be used as part of a passive investment strategy. According to research I reviewed from the CNN money Read More...
Finding A Financial Advisor Part 1
This is part one in our series on how to find the right financial advisor. The number one reason that most people work with a financial advisor is to help them achieve their financial goals. At the outset, it is helpful to have realistic Read More...
Dividends Part 2
Dividends Part 2 with Kevin Ellman CFP® I have observed over many years that the high-quality, high dividend stocks tend to be less volatile than growth stocks that don’t pay dividends. They can provide more of a steady Eddie kind of income. Read More...