At Ballast, we are not just your financial consultants, we are your financial partners. Through our depth of experience and detailed advice, we strive to give you the tools and knowledge necessary so that you are prepared to make your financial goals a reality.
Because of this belief, the Ballast Advisors are excited to share with you a series of timely webinars and videos about current events and financial news, and host question-and-answer sessions.
We are excited to host a series of timely webinars, educational videos, and Q&A sessions for our clients. Questions? Email info@ballastplan.com or call (859) 226-0625.
Watch other videos below. Click here for our YouTube channel.
John Boardman (Founder and CEO) and Andy Reynolds(COO and Partner) 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 out to us at 859-226-0625 or info@ballastplan.com.
John Boardman (Founder and CEO), Andy Reynolds (Partner, COO), and Cameron Hamilton (Partner, Director of Financial Planning) sit down to discuss the current market environment and financial news in August 2022.
Listen as John Boardman (Founder and CEO) and Andy Reynolds (COO and Partner) discuss the current market environment. Additionally, John and Andy consider a few common questions and share their thoughts on the cyclical market, inflation, portfolio management, raised rates, and economic outlook.
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. Read the top 10 tips here.
To start the year, we wanted to focus additional attention on Roth retirement dollars. There is a great deal of misinformation about the usefulness and impact of Roth, so we decided to construct and have attached our whitepaper titled “The Ballast Roth Manifesto: Why We Believe Roth is for the 99% AND the 1%.”Our hope is to shed new light on a topic where we believe many more people could benefit. Read the full whitepaper article here.
In coordination with our recently written article, “Stock Market Bubbles are Inevitable – Are You Prepared?” our advisors sat down to discuss what is an asset bubble, and how to best be prepared with your financial plan. Watch below!
