Introducing Ballast Magazine
A new way to explore wealth, purpose, and planning from the Ballast advisory team.
We’re proud to share the first issue of Ballast Magazine—a curated collection of insights, strategies, and real-world stories for individuals and families committed to building a meaningful financial legacy.
And the best part?
Every article was thoughtfully written by a Ballast advisor.
- Inside this issue:
- The Thompson Family Case Study – A 100-year legacy built with intention
- Market Outlook & Strategy – A complex environment
- Estate & Tax Planning – How to give wisely and reduce future burdens
- Consumption vs. Saving – How to plan and meet goals
- Behind the Scenes at Ballast – Updates from our team & what we’re reading
- And more!
This magazine is more than a set of articles. It reflects how we think about wealth: with intention, care, and a long-term mindset. We’re so excited for you to read this first issue.
Sign up for complimentary webinars here.