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Andy Reynolds
Brian Burton
Cameron Hamilton
Frank Yozwiak
John Boardman
Team Ballast
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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Scenario Specific Advice
What to Consider Before, During, and After a Divorce
Interested in learning more financial planning tips amidst divorce? Visit ballastplan.com/divorce.
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Inflation
Latest Data on Inflation and Labor Markets Paving the Way for Fed Rate Cuts
Following the weak jobs report that left many on Wall Street questioning the prospects of a “soft landing,” we’ve...
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Weekly Update
What Happened in the Markets Last Week?
If you have turned on the news or had a conversation around the water cooler over the past week, you have certainly heard that...
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Research
Who Wants to Talk Politics?
Thanks for taking the bait. Positive stock market performance for 2024 has been celebrated by most investors, but the rationale...
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Portfolio / Investment Management
The Market’s Breadth Still Stinks but Could Relief Be on the Way?
By: Brian T. Burton, CFP®, CIMA®   You’ve probably heard about stock market breadth at this point, it has become quite the talking...
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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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