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Financial Planning

Investing at Stock Market All-Time Highs: What to Do When the S&P 500 and Dow Hit Records

As the S&P 500 approaches 7,000 and the Dow Jones nears 50,000 in early 2026, many investors are wondering: Is now the time...

Retirement

2026 Retirement Contribution Limits

Happy New Year! There have been a few changes to retirement contribution limits for 2026. 401(k) Contribution Limits for 2026 For...

Retirement

2026 Retirement Account Contribution Limits & Year-End Tax Planning

As 2025 draws to a close, now is the perfect time to review your retirement planning strategy and prepare for the new 2026 retirement...

Ballast News

Ballast Welcomes Two New Team Members: Catherine Richmond and Madelyn Mozeleski

Ballast, an independent, employee-owned financial planning and investment management firm, is proud to announce the addition of...

Budgeting

WATCH: Personal Budgeting for Business Owners

Financial Planning

Physician Retirement Planning: 5 Steps to Retire with Confidence

Physician retirement planning should feel exciting, not unsettling. Yet for many physicians, the idea of stepping away from clinical...

Weekly Update

NIL Gives a Lesson in Time Value of Money

Most of the families we serve are not NCAA athletes at power conference schools, but many are fans and season ticket holders. They...

Charitable Giving

Tax-Efficient Charitable Giving Strategies: 3 Ways to Maximize Your Donations

Charitable giving doesn’t have to mean paying more in taxes. With strategic planning, you can maximize your philanthropic...

Scenario Specific Advice

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...

Entrepreneurs + Business Owners

Liquidity & Exit Planning

For many business owners, the sale of their company is a once-in-a-lifetime event that creates a sudden and significant infusion...

Wealth Management

WATCH: Fall 2025 Market Update (October)

Career Counseling

Top 5 Considerations When Making a Career Change

1. Fit Check Making a switch should not be solely about salary. Think about intangibles- resources, training, mentorship, flexibility,...

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WATCH: Personal Budgeting for Business Owners

WATCH: Fall 2025 Market Update (October)

WATCH: Tax Optimization of Charitable Giving

WATCH: 100 Year Family Financial Plan Webinar

WATCH: Mid-Year Market Update from Ballast

Watch: Market Update

2024 Year-End Financial Insights: Markets, Taxes, AI & Election Impact from Ballast Advisors

What to Consider Before, During, and After a Divorce

Directed Corporate Trustees – An Option for Trust Beneficiaries

Business Owners Forum Video

Market Update | Q1 2024

Is Bad News in the Economy Actually Good News for Markets?

End of Year Planning with Cameron and Frank

Mid-Year Market Update with John, Andy, and Brian

2022 Market Recap and 2023 Outlook

October Market Update

June Market Update

SECURE Act Presentation

ATHENEUM

We created a resource to help you succeed in your personal financial journey.

The Ballast Atheneum is a collection of our thoughts on the twelve most important topics in financial planning.