Estate Planning

Ballast

Weekly Update

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 … Continued

2022 Market Recap and 2023 Outlook

Ballast

Weekly Update

To kick off the new year, John Boardman (CEO, Founder) and Andy Reynolds (COO, Partner) sat down to recap the economic environment in 2022 and discuss the 2023 outlook. Click the play button below to watch.     Topics include: Recent economic data and performance The 1% of market volatility on trading days Market fundaments … Continued

Ballast Bloopers 2022

Ballast

Uncategorized

As we look back on 2022, we thank you for your trust in us and the support of our team. We sincerely hope you have had a wonderful holiday season with friends and family. We are eager to continue to help you reach your financial goals in 2023.   As we roll into 2023, let’s … Continued

December Market Update 2022

Ballast

Market Update

    During the Ballast Open House last week, the advisors led a brief market update and economic discussion for those in attendance. This video was recorded live in the Ballast Conference Room with a full audience. Listen as they share current market conditions, financial planning strategies, and updates. Advisors: John Boardman, CFP®, Founder and … Continued

October Market Update

Ballast

Market Update

This week, John Boardman (Founder and CEO) and Andy Reynolds (COO and Partner) sat down to discuss some of the factors at play in this market environment, how we address those as an advisory firm, and share some of the conversations they’ve been having with clients. Check out the video for the full discussion.  If you have any questions, please reach … Continued

August 2022 Market Update

Ballast

Market Update

Listen as John Boardman (Founder and CEO) and Andy Reynolds (COO and Partner) and Cameron Hamilton (Director of Financial Planning and Partner) discuss the current economic environment and share the conversations they’ve been having with clients. Additionally, they consider a few common questions and share our thoughts on the market, inflation, consumer confidence, the word recession, and economic outlook.     If you have … Continued

Top 10 Personal Finance Best Practices

Ballast

Whitepapers

As more investors seek out and embrace personalized asset management and individualized financial advice, industry tycoons Vanguard and Russell Investments researched the value created by professional advice. Both companies measured the impact on investor returns when partnering with an advisor who provides skilled management and guidance.    Russell Investments identified up to an additional annualized … Continued

UK Retirement Plan Changes

Ballast

Presentation Recording

Changes are coming to the University of Kentucky retirement plan. To our many UK employee clients, we will be navigating these changes for you. If you are an employee at UK or know someone who is, this video is a great resource and explains the changes.

The Ballast Life Episode #15: Advocate Roundtable – January 22, 2021

Ballast

Podcast

In this episode of The Ballast Life Podcast, the Ballast advocates sat down to share their thoughts on 2020 with the benefit of hindsight, as well as potential head/tailwinds the markets may experience as 2021 marches along.   Links to The Ballast Life Podcast Listen on Apple Podcasts:https://podcasts.apple.com/us/podcast/the-ballast-life/id1506421732 Listen on Spotify: https://open.spotify.com/show/6AcaZ4C5R2290jv5zbZNuZ?si=rwdhXOVoR02TXlNnM82TKg Listen in browser: https://player.captivate.fm/episode/d652322a-07fe-45be-bfbb-40d1f58de4e4 IMPORTANT … Continued

The Ballast Life Episode #14 – Elections, Vaccines & Markets

Ballast

The Ballast Life

In this episode of The Ballast Life Podcast, John and Andy discuss the implications of the the recent US elections, the impact the COIVID-19 vaccine may have on the markets, as well as their predictions for the months to come.   ———————————————————————————————————————————————————————————————————————————————————————————————————————————————————————————————————- Video Timestamps – Andy’s initial observations about the results of the election: 0:53 … Continued