The Investment of Fatherhood
By Paul Ellis, CIMA®, Ellis Wealth Management Everywhere you can see advertisements designed to sell you something: A luxury vehicle, vacation, timepiece or the latest technology. Perhaps it’s a professional service or a perfect smile. Very few of these items I would consider investments. Why? Because a vehicle, as beautiful as it may be, is […]
Guarding against identity theft
By Paul Ellis, CIMA® | Ellis Wealth Management Group America is enduring a data breach problem. As many workers traded in the office for remote work, data security has been a focus for the public and private sectors. Between robocalls pitching low-cost health insurance, pretending to be the I.R.S., or offering “work from home” opportunities, […]
U.S. Presidential Election – Preparing For Any Outcome.
U.S. Presidential Election – Preparing For Any Outcome.By Paul Ellis | Ellis Wealth ManagementPublished by: Lynnwood Times As the U.S. presidential election draws near, expect to see more and more headlines that propose, “What will happen next if this person is elected?” or, “What policy changes to prepare for in the next four years?” In […]
A Stock Market Lesson to Remember
Confidence can quickly erode, but it can also quickly emerge. Provided by Paul Ellis, CIMA® Undeniably, spring 2020 has tried the patience of investors. An 11-year bull market ended. Key economic indicators went haywire. Household confidence was shaken. The Standard & Poor’s 500, the equity benchmark often used as shorthand for the broad […]
Money Matters: As the news cycle moves from impeachment to COVID-19 to the primaries – what’s next?
By Paul Ellis, CIMA® | Ellis Wealth Management In recent weeks, we’ve seen several major stories in the news. On the political front, in addition to the arrival of the presidential election through the 2020 caucuses and primaries, we have just experienced the third presidential impeachment in American history. In international news, the latest coronavirus […]
Money Matters: 2019 IRA deadlines are approaching
PAUL ELLIS | Last Updated February 6, 2020. Financially, many of us associate April with taxes – but we should also associate April with important IRA deadlines. April 1, 2020 is the deadline to take your Required Minimum Distribution (RMD) from certain individual retirement accounts. A new federal law must be noted here. The Setting […]
