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2020 October Market Commentary
Managing Directors Kelly Kuennen and Cameron Miele review October's portfolio performance and discuss current economic news.
2020 September Market Commentary
Managing Directors Kelly Kuennen and Cameron Miele review September's portfolio performance and discuss current economic news.
2020 August Market Commentary
Managing Directors Kelly Kuennen and Cameron Miele review August's portfolio performance and discuss current economic news.
Client Questions
Managing Director Cameron Miele and Director Max Schindler answer recent client questions.
2020 Second Quarter Market Commentary
Managing Directors Kelly Kuennen and Cameron Miele review the second quarter and provide their outlook for the third and fourth quarters.
2020 July Market Commentary
Managing Directors Kelly Kuennen and Cameron Miele review July's portfolio performance and discuss current economic news.
Our Strategy
As the world temporarily shuts down, Director Cameron Miele provides his perspective on these uncertain times and details why we invest the way we do.
2020 June Market Commentary
Managing Director Kelly Kuennen review June’s portfolio performance and discuss current economic news.
Knowing your Portfolio
Now more than ever, it is important to understand what you own and why you own it.
Emoney
Managing Director Cameron Miele provides an overview of Ellsworth Advisors’ cloud-based financial planning software known as eMoney.
2020 May Market Commentary
Managing Directors Kelly Kuennen and Cameron Miele review May’s portfolio performance and discuss current economic news.
Positives in the Market
Director Max Schindler provides some quick tips and advice on investing in during these trying times.