The Ballast Atheneum is a collection of our thoughts on the twelve most important topics in financial planning. Today, the focus is on Cash Flow. Cash flow planning is perhaps the most fundamental building block of financial planning. You need to have the money in to cover required expenses, entertainment, and saving for future … Continued
The Ballast Atheneum is a collection of our thoughts on the twelve most important topics in financial planning. Today, the focus is on DEBT. Debt. It’s a subject that not many people really enjoy talking about, but it’s a reality for nearly all of us. Whether it’s “good” debt in the form of a … Continued
The Ballast Atheneum is a collection of our thoughts on the twelve most important topics in financial planning. Today, the focus is on Insurance. A fundamental job of a financial planner is to assist clients with retirement savings. How much do you need to save? Which account types should you use? Given multiple options, … Continued
The Ballast Atheneum is a collection of our thoughts on the twelve most important topics in financial planning. Today, the focus is on Insurance. Insurance may be the most common form of financial protection out there. From protecting your loved ones from financial hardship after an untimely loss to protecting your income stream or … Continued
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
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
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
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
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
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
