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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What Have We Learned From Lehman Brothers?
Brian Burton

This past Saturday marked the 10th anniversary of the Lehman Brothers collapse, one of the biggest bankruptcies in U.S. history.  Lehman was America’s fourth-largest investment bank at the time and the fallout from its failure shook financial markets to their core.  The consequences of being over-leveraged, coupled with a fixation on the high returns of … Continued

Budgeting During Retirement
Andy Reynolds

For most retirees, retirement introduces many new methods of thinking to their life.  This would obviously include the following, “What am I going to do with my extra time?  How am I going to stay engaged?  Where am I going to travel?”  Retirement may introduce new opportunities to give back to others through volunteer work … Continued

Don’t Be an April Fool: Plan for Taxes Now
Cameron Hamilton

Tax reform was a hot topic early in the year as we learned of changes and began to theorize new strategies.  To date, the IRS has only released draft forms for 2018 and there are whispers of Tax Reform 2.0 in midterm election campaigns; there could be more changes to come.  Nonetheless, we believe now … Continued