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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2017 Tax Information

As of last week, all 1099s from TD Ameritrade have been mailed to clients.  Please allow through the middle of next week for your documents to be delivered through regular mail to your address of record.  Tax documents will be labeled “Important Tax Information Enclosed”, but may look similar to other mailings.  If expect a … Continued

Engaging Experts in Special Needs
Cameron Hamilton

Our guiding principle at Ballast is simple- build a team that we would want to take care of our own families.  Sometimes this means better educating ourselves or adding expertise through hiring.  However, at times the best course is to go out and find an expert in the community.  With special needs families, we’ve found … Continued

Special Commentary Market Update

The last several days have reminded all investors that volatility is part of long-term investing.  With the S&P 500 down nearly 10% from its peak over the past ten trading days, many have been quickly reminded that markets do not continually increase.  The most recent 10% market pullback was the beginning of 2016; for that … Continued