Since our founding, our vision remains steadfast: build a team that we would want to take care of our own families.
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We believe the best work is done through collaboration. Within our team, with our clients. Principles in practice together.

The Ballast Experience is the continuous refinement of a personalized financial map.
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Retirement Saving Myths and Misconceptions
John Boardman

We are fortunate to have a very educated and knowledgeable client base, but we are consistently surprised by the myths and misconceptions clients and prospects bring to the conversation. Below I have listed my Top 7 Myths and Misconceptions About Retirement Savings; it is by no means a complete list but highlights the most common misunderstood … Continued

The Unanswered Economic Questions About Hybrid Work
John Boardman

Key Takeaways Remote work may be the largest modern shift in employer-employee relations Current tight labor markets have accelerated the trend, perhaps permanently These unanswered questions will determine the future of our economy The trend of changing office work environments is real and significant.  According to a recent study conducted by McKinsey¹ that surveyed 100 … Continued

Robinhood and a New Generation of Investors
Cameron Hamilton

Warren Buffett is one of the most famously successful investors of all time and his firm, Berkshire Hathaway, trades today near its all-time high, closing Friday at $433,124/share.  Mr. Buffett has stated that he does not intend to split these original A shares as they attract like-minded, long-term investors.  However, Berkshire did issue B shares … Continued