CLIENT Login
Contact

We keep informed on the latest trends and market insights so we can offer you the best opportunities, support and expertise – whenever you need it.

Topics

Authors

All
Andy Reynolds
Brian Burton
Cameron Hamilton
Frank Yozwiak
General
Jeff Lehmann
John Boardman
Team Ballast
Career Counseling
Top 5 Considerations When Making a Career Change
1. Fit Check Making a switch should not be solely about salary. Think about intangibles- resources, training, mentorship, flexibility,...
Read More
Economic Analysis
October Market Commentary
As we enter Q4, the global economy continues to show resilience, but signs of slowing momentum are becoming increasingly evident...
Read More
Ballast News
Q&A with Ballast CEO/Founder, John V. Boardman, III
Q: When you first began your career, what did you expect it to look like? A: I pictured a life behind a computer, researching...
Read More
Economic Analysis
Market Commentary | Q3
Markets entered September with a cautiously optimistic tone following a mixed August that was marked by softening labor data,...
Read More
Estate Planning
Guest Commentary: Jeffrey Gehring on Estate Law and Planning
Jeffrey L. Gehring Dickinson Wright PLLC 300 W. Vine Street, Suite 1700 Lexington, KY 40507 (859) 899-8713 jgehring@dickinson-wright.com...
Read More
Tax Management
Guest Commentary: Stefan Hendrickson on OBBBA & Taxes
An interview with Stefan Hendrickson, CPA/ABV, Tax Associate Director, Dean Dorton.   In your view, what are the most important...
Read More
Comprehensive Guidance
Case Study: Building a Legacy
The Power of a Multi-Generational Family Financial Plan In today’s complex and fast-paced financial environment, families with...
Read More
Charitable Giving
WATCH: Tax Optimization of Charitable Giving
Make a bigger impact with your charitable giving with smarter planning, not just giving more. Discover how to get the most out...
Read More
Retirement
Managing a Household Allocation
One of our mantras in planning is to “Know What You Own.”  Peter Lynch popularized this term during his management of a Fidelity...
Read More
Economic Analysis
Price-to-Sales and Market Valuations
The conversation around U.S. equity valuations has grown louder in recent months, with many commentators pointing to price-to-sales...
Read More
Economic Analysis
Summer Market Update -Stability & Strategy
Despite bouts of heavy volatility in recent months, financial markets continue to exhibit a cautiously optimistic outlook, based...
Read More
Estate Planning
WATCH: 100 Year Family Financial Plan Webinar
A look into planning and prospering for generations to come, and how to leave a lasting legacy, plan, and financial future for...
Read More
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20

WATCH: Tax Optimization of Charitable Giving

WATCH: 100 Year Family Financial Plan Webinar

WATCH: Mid-Year Market Update from Ballast

Watch: Market Update

2024 Year-End Financial Insights: Markets, Taxes, AI & Election Impact from Ballast Advisors

What to Consider Before, During, and After a Divorce

Directed Corporate Trustees – An Option for Trust Beneficiaries

Business Owners Forum Video

Market Update | Q1 2024

Is Bad News in the Economy Actually Good News for Markets?

End of Year Planning with Cameron and Frank

Mid-Year Market Update with John, Andy, and Brian

2022 Market Recap and 2023 Outlook

October Market Update

June Market Update

SECURE Act Presentation

ATHENEUM

We created a resource to help you succeed in your personal financial journey.

The Ballast Atheneum is a collection of our thoughts on the twelve most important topics in financial planning.

Get your copy