We keep informed on the latest trends and market insights so we can offer you the best opportunities, support and expertise – whenever you need it.

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Andy Reynolds

Weekly Update

Post-Election Thoughts on the Economy and Markets

The overhang of the US election is now behind us and markets have taken a collective sigh of relief, not entirely because of the...

Tax Management

Tax Law Changes Loom at the End of 2025

We are only a few weeks from the Presidential election and, as of today, there is no clear leader across the various polls. In...

Wealth Management

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...

Inflation

How Will the Fed’s Interest Rate Cuts Affect You?

Last week, the Federal Reserve announced its first interest rate cut since the early days of the Pandemic. The highly anticipated...

Weekly Update

Doing the Math on Sports Gambling

Want updates and articles like this sent straight to your inbox? Sign up for our newsletter here. Labor Day is in the rearview...

Scenario Specific Advice

What to Consider Before, During, and After a Divorce

Interested in learning more financial planning tips amidst divorce? Visit ballastplan.com/divorce.

Inflation

Latest Data on Inflation and Labor Markets Paving the Way for Fed Rate Cuts

Following the weak jobs report that left many on Wall Street questioning the prospects of a “soft landing,” we’ve...

Weekly Update

What Happened in the Markets Last Week?

If you have turned on the news or had a conversation around the water cooler over the past week, you have certainly heard that...

Research

Who Wants to Talk Politics?

Thanks for taking the bait. Positive stock market performance for 2024 has been celebrated by most investors, but the rationale...

Portfolio / Investment Management

The Market’s Breadth Still Stinks but Could Relief Be on the Way?

By: Brian T. Burton, CFP®, CIMA® You’ve probably heard about stock market breadth at this point, it has become quite the talking...

Ballast News

John V. Boardman Honored for Years of Service by The Teachers Retirement System of Kentucky

LEXINGTON, Ky. (June 18, 2024) – The Teachers Retirement System of the State of Kentucky recently recognized John V. Boardman,...

Business Plans

Five Attributes of Life-Changing Summer Jobs

Take a Pop Quiz! Suppose you have $100 in a savings account and the interest rate is 2% per year. After five years, will you...

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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.

We keep informed on the latest trends and market insights so we can offer you the best opportunities, support and expertise – whenever you need it.

Topics

Authors

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.

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