Fed Rates, Inflation, Yields
What a difference a couple of years makes. Even the casual fan has likely heard the talk about interest rates and felt inflation during these past twenty-four months. Two years ago, in February 2021, the Federal Funds target rate was 0 – 0.25%. It remained there until just over a year ago in March 2022. […]
Employee Stock Ownership & Options
Key Takeaways: When evaluating a job offer, it is best not to focus only on salary or an hourly wage. We have the pleasure of speaking to MBA students each year and it seems like this is the biggest slip-up in job searches and compensation negotiations; you have to include benefits to get a true […]
Give and Get: Qualified Charitable Distributions
Key Takeaways With Scottie Scheffler donning the green jacket Sunday, it’s no longer Masters week. Now, we move on to everyone’s second favorite spring tradition, tax week! We all love Augusta, GA, where cellphones are not permitted, and pimento cheese sandwiches are still only $1.50; they have a great formula, and it won’t change anytime […]
Estate Planning
The Ballast Atheneum is a collection of our thoughts on the twelve most important topics in financial planning. Today, the focus is on Estate Planning. Estate planning is no longer reserved exclusively for the ultra-wealthy. An estate plan is an integral part of any sound financial plan. Whether it’s a last will, a simple testamentary […]
