Book an Appointment
Client Login

We keep informed on the latest trends and market insights so we can offer you the best opportunities, support and expertise – whenever you need it.

Topics

Authors

All
Andy Reynolds
Brian Burton
Cameron Hamilton
Catherine Richmond
Frank Yozwiak
General
Jeff Lehmann
John Boardman
Madeline Flynn Burgess
Madelyn Mozeleski
Team Ballast
Trent Lakes
Economic Analysis
Politics Are About to Get Loud. Should Investors Listen?
If you scroll through social media or have turned on the news lately, you may have noticed that a lot more politicians are talking. With...
Read More
Families + Individuals
Talking to Family About Money
Kids are back in school, football season is underway, and schedules are filling up fast. It’s also a great time to check in on...
Read More
Estate Planning
A Financial Windfall Becomes a Planning Opportunity
More Than an Investment Decision At age 55, Mark and Jennifer received a $4 million inheritance following the passing of Jennifer’s...
Read More
Economic Analysis
A Market Learning to Walk Without Easy Money
Six months into 2026, the market’s central storyline has flipped. In January, investors were debating how many interest rate cuts...
Read More
Scenario Specific Advice
The AI Economy: Growth Engine or Single Point of Failure
Artificial intelligence has moved from a Wall Street narrative to the primary engine of American economic growth. In the first...
Read More
Research
Dr. Maj-Linda Selenica and Cameron Hamilton on Bike4Alz and Alzheimer's Research
After seeing the impact of Alzheimer’s in his own family, Cameron helped found Bike4Alz 15 years ago to support the search...
Read More
Medical Professionals
Understanding Private Equity: Opportunities and Considerations
Understanding Private Equity: Opportunities and Considerations For many physicians, private equity has become part of everyday...
Read More
Estate Planning
Connections: Mike Reynolds On Legacy Planning
Andy Reynolds recently interviewed Mike Reynolds, Member at Kinkead & Stilz, on Legacy Planning. Full interview below.   How...
Read More
Economic Analysis
Federal Reserve Leaves Rates Unchanged
Last week, the Federal Reserve voted to leave the federal funds rate unchanged at 3.75%, where it has remained throughout 2026....
Read More
Medical Professionals
The Tax Life Cycle: How Physicians' Tax Strategies Should Evolve Throughout Their Careers
The Tax Life Cycle: How Physicians’ Tax Strategies Should Evolve Throughout Their Careers One of the most common tax mistakes...
Read More
Weekly Update
A Tale of Two Chairs
If you tuned in to the most recent Federal Open Market Committee (FOMC) press conference in June, you may have noticed the grey-haired...
Read More
Charitable Giving
WATCH: Charitable Giving Webinar with Lisa Adkins of BGCF and Andy Reynolds
  In this episode, Ballast COO Andy Reynolds sits down with Lisa Adkins, CEO of the Blue Grass Community Foundation, to explore...
Read More

Dr. Maj-Linda Selenica and Cameron Hamilton on Bike4Alz and Alzheimer’s Research

WATCH: Charitable Giving Webinar with Lisa Adkins of BGCF and Andy Reynolds

WATCH: Protecting Your Personal Data

Medicare 101: What You Need to Know Before You Sign Up

WATCH: Q1 Market and Economic Update with Brian Burton and John Boardman

WATCH: Do I Need a Trust?

WATCH: Personal Budgeting for Business Owners

WATCH: Fall 2025 Market Update (October)

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

Market Volatility & Behavior Finance

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.

Get your copy