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Authors

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Andy Reynolds
Brian Burton
Cameron Hamilton
Frank Yozwiak
General
Jeff Lehmann
John Boardman
Team Ballast
Retirement
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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Scenario Specific Advice
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
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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Financial Planning
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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Weekly Update
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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Comprehensive Guidance
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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Weekly Update
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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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...
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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...
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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...
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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...
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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...
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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

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