Atheneum – An institution for the promotion of learning


The Ballast Atheneum is an anthology of our thoughts on the twelve most important topics in financial planning. We have organized these topics into three themed years of focus:

Protect. Plan. Prosper.


Click on the gray boxes below to access our thoughts about each topic.


Asset Allocation Commentaries Begin January 2019
Taxes Commentaries Begin April 2019
Social Security Commentaries Begin July 2019
Employee Benefits Commentaries Begin October 2019