Should I Consider a Trust?
Trusts can be powerful tools for families across the financial spectrum to protect and manage assets, care for loved ones, and potentially realize generational tax savings. They can also provide privacy by avoiding public probate, and customized asset distribution, such as for health, education, maintenance, and support. For those with minor children, a trust can […]
Ballast Magazine – Issue 1
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 […]
Financial IQ
How Smart Is Your Money? Put your financial knowledge to the test with our quick Financial IQ quiz! Whether you’re a savvy planner or just starting your wealth-building journey, this quiz will help you discover how well you’re navigating key money matters. Find out if you’re on track with your personal finance goals and get […]
Market Update | Q1 2024
Cameron Hamilton, John Boardman, and Andy Reynolds discuss the market environment, trends, and more in this beginning-of-the-year update.