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Andy Reynolds
Brian Burton
Cameron Hamilton
Frank Yozwiak
General
Jeff Lehmann
John Boardman
Team Ballast
Estate Planning
WATCH: 100 Year Family Financial Plan Webinar
A look into planning and prospering for generations to come, and how to leave a lasting legacy, plan, and financial future for...
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401k & Benefits
Testing the Challenges of a Long Retirement
We often joke that our job was created because of increasing life expectancies and pensions seldom being offered.  Obviously,...
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Tax Management
The Most Impactful Tax Changes from the One Big Beautiful Bill Act
As we flip our calendars to August, many of us find ourselves savoring the final stretch of summer by balancing travel, barbecues,...
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Asset Allocation
The Hidden Benefits of Saving Early in Life
We’re all aware that saving for retirement is not a strong suit for many Americans.  There is no end to the alarming statistics...
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Economic Analysis
WATCH: Mid-Year Market Update from Ballast
2025 has delivered no shortage of market drama—from sweeping tariffs and geopolitical tensions to AI volatility and record-breaking...
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Ballast News
Ballast Magazine - Issue 1
Introducing Ballast Magazine A new way to explore wealth, purpose, and planning from the Ballast advisory team. We’re proud to...
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Economic Analysis
Watch: Market Update
  In today’s unpredictable financial landscape, market volatility can be daunting for investors. Recently, John, Andy, and...
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Economic Analysis
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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Weekly Update
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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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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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.

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