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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Our Thoughts on Coronavirus
John Boardman

We often hesitate to write a commentary on the “news headline of the day” but the complicated and impactful nature of the Coronavirus outbreak motivated us to address the topic.  The world has faced numerous periods of feared outbreaks, many of which have occurred in the last few decades.  In an attempt to create an … Continued

Trusts as Estate Planning Tools
Brian Burton

A trust allows the grantor to put conditions on how certain assets are distributed It is important to understand the critical distinctions between revocable and irrevocable trusts The SECURE Act might disrupt the estate planning many have done with their retirement accounts The topic of estate planning is one that many would like to avoid … Continued

Credit Data Points to Haves & Have-Nots
Cameron Hamilton

Low mortgage defaults and home equity loans point to strong home ownership Student and auto debt are experiencing increasing default rates Delinquency after-market highs points to lack of market participation We are constantly evaluating data to evaluate the state of our economy and markets, and it’s difficult.  Very rarely do all the lights flash green; … Continued