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Authors

All
Andy Reynolds
Brian Burton
Cameron Hamilton
Frank Yozwiak
General
Jeff Lehmann
John Boardman
Team Ballast
Watch: Market Update
  In today’s unpredictable financial landscape, market volatility can be daunting for investors. Recently, John, Andy, and...
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Market Update & April 16th Video Invitation with Ballast Advisors
As many have noticed, volatility has returned to the equity markets, largely due to the recent wave of global tariffs introduced...
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How Should Investors View AI?
As financial planners and investment managers, it is imperative to recognize that artificial intelligence (AI) is poised to be...
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Finding the Best Order for Funding Retirement
With a task as important as funding your retirement, determining which accounts to fund and in what order should not be taken...
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Beware of Scams and Fraud Attempts!
At Ballast, safeguarding your financial future goes beyond smart investing—it also means protecting your assets from fraud. This...
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Social Security Changes for People with Government Pensions
In January, President Biden signed the Social Security Fairness Act into law, which ends the Windfall Elimination Provision (WEP)...
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Higher for Longer: What Does it Mean for Housing and Markets?
The turn of the calendar has many people resolved to make a positive change, while a few are resigning themselves to eschew the...
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A New Year Update
This past year was, as usual, eventful for investors and beneficial for equity owners. In a Presidential election year, it can...
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2024 Year-End Financial Insights: Markets, Taxes, AI & Election Impact from Ballast Advisors
  As we wrap up 2024, Ballast is here to clarify the major financial themes shaping this year and what they could mean for...
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Positive Thoughts = Positive Results
If you enjoy the deep-dive economic analysis and financial planning strategies, I suggest passing over my more sentimental commentary...
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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...
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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...
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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.