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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The Ballast Experience is the continuous refinement of a personalized financial map.
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The Ballast Roth Manifesto: Why We Believe Roth is for the 99% AND the 1%
Cameron Hamilton

Join us for a live discussion about Roth savings on January 27th, 2022 at 4 PM on ballastplan.com/live. Our advisors will be discussing this article and answering any questions.   One of the biggest mistakes a retirement investor can make is to believe the common wisdom that Roth savings are only for low income-earners. Yes, … Continued

Optimizing Required Minimum Distributions
Cameron Hamilton

Key Takeaways The IRS made a retiree-friendly tweak to its RMD schedule for 2022 When to best take retirement distributions can be opposite for two similar investors Engage Us: We do our best work when we know your updated situation     We’re only a week into 2022 and I have already spent a few … Continued

The Importance of Asset Allocation and Diversification
Brian Burton

Not only has recent market volatility resulted in renewed anxiety for many investors, it has also been a stern reminder of the value of having a proper mix of assets in your portfolio.  The concepts of asset allocation and diversification can be traced all the way back to a 4th century text, the Babylonian Talmud, … Continued