The Ballast Atheneum is a collection of our thoughts on the twelve most important topics in financial planning. Today, the focus is on COllege savings. With America’s student loan debt growing larger every year, saving for college is on the minds of many of our clients. Whether you want to help pay for some … Continued
The Ballast Atheneum is a collection of our thoughts on the twelve most important topics in financial planning. Today, the focus is on Retirement Savings. One of the most fundamental jobs of the financial planner is to assist our clients with retirement savings. How much do you need to save? Which account types should … Continued
John Boardman (CEO/Founder), Andy Reynolds (COO/Partner), and Brian Burton (Director of Portfolio Strategy) sat down to discuss the current market environment, conversations they’ve been having with clients, and trends they’re seeing.
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
