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Andy Reynolds

Retirement

Five Steps to Retire with Confidence

Retirement should feel exciting, not unsettling. Yet for many physicians, the idea of stepping away from clinical work, a paycheck,...

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...

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...

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,...

Economic Analysis

October Market Commentary

As we enter Q4, the global economy continues to show resilience, but signs of slowing momentum are becoming increasingly evident...

Ballast News

Q&A with Ballast CEO/Founder, John V. Boardman, III

Q: When you first began your career, what did you expect it to look like? A: I pictured a life behind a computer, researching...

Economic Analysis

Market Commentary | Q3

Markets entered September with a cautiously optimistic tone following a mixed August that was marked by softening labor data,...

Estate Planning

Guest Commentary: Jeffrey Gehring on Estate Law and Planning

Jeffrey L. Gehring Dickinson Wright PLLC 300 W. Vine Street, Suite 1700 Lexington, KY 40507 (859) 899-8713 jgehring@dickinson-wright.com...

Tax Management

Guest Commentary: Stefan Hendrickson on OBBBA & Taxes

An interview with Stefan Hendrickson, CPA/ABV, Tax Associate Director, Dean Dorton. In your view, what are the most important...

Comprehensive Guidance

Case Study: Building a Legacy

The Power of a Multi-Generational Family Financial Plan In today’s complex and fast-paced financial environment, families with...

Charitable Giving

WATCH: Tax Optimization of Charitable Giving

Make a bigger impact with your charitable giving with smarter planning, not just giving more. Discover how to get the most out...

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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.