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Andy Reynolds

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...

Retirement

Managing a Household Allocation

One of our mantras in planning is to “Know What You Own.” Peter Lynch popularized this term during his management of a Fidelity...

Economic Analysis

Price-to-Sales and Market Valuations

The conversation around U.S. equity valuations has grown louder in recent months, with many commentators pointing to price-to-sales...

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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.