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 about current events and financial news, and host question and answer sessions. These webinars will be live-streamed so that you can have direct access to our advisors and get any questions you may have answered in real-time. Additionally, after the live session, you can access these videos anytime on this webpage, or directly on our YouTube Channel.
We are excited to host a series of timely webinars and Q&A sessions for our clients. Questions? Email info@ballastplan.com or call (859) 226-0625.
Watch other videos below.
Investors increasing demand for highly skilled financial advisors continues to spotlight firms that provide personalized asset management and individualized financial advice. At Ballast, our firm was established on these principles, and we continue to provide the most sophisticated advice and guidance. Read our Top 10 Best Practices established for the 2022 calendar year 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!
