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Andy Reynolds

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...

Economic Analysis

Summer Market Update -Stability & Strategy

Despite bouts of heavy volatility in recent months, financial markets continue to exhibit a cautiously optimistic outlook, based...

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...

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,...

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,...

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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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.