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Andy Reynolds
Brian Burton
Cameron Hamilton
Frank Yozwiak
General
Jeff Lehmann
John Boardman
Team Ballast
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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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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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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