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.



Andy Reynolds
Brian Burton
Cameron Hamilton
Frank Yozwiak
John Boardman
Team Ballast
John V. Boardman Honored for Years of Service by The Teachers Retirement System of Kentucky
LEXINGTON, Ky. (June 18, 2024) – The Teachers Retirement System of the State of Kentucky recently recognized John V. Boardman,...
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Five Attributes of Life-Changing Summer Jobs
Take a Pop Quiz!  Suppose you have $100 in a savings account and the interest rate is 2% per year.  After five years, will you...
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Run the Bluegrass 10k or Fun Run with Ballast!
Join us for a tailgate and sponsored entry into the Bluegrass 10k or fun run on Thursday, July 4th in downtown Lexington.   Park...
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Directed Corporate Trustees - An Option for Trust Beneficiaries
As pensions have largely been eliminated within the private sector, generational wealth accumulation continues to be a phenomenon...
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Who Plans to Retire Early?
We often joke that our job was created because of increasing life expectancies and pensions seldom being offered. Obviously, finance...
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Business Owners Forum Video
We recently invited local business owners to Ballast for a discussion on topics important to them. This is the video from our...
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529 College Savings Plans and the New FAFSA
If you are planning to save for college expenses for your child or grandchild, a 529 college savings plan can be one of the best...
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Two Ways to Combat Household Inflation
Inflation is not a one-size-fits-all all phenomenon Inflation is the increase in prices over time Increasing prices means decreasing...
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Ballast Business Owner Forum
Join us! Business Owner Forum Wednesday, March 27 6:00-7:30 PM We invite you to Ballast for a discussion on topics important to...
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Market Update | Q1 2024
  Cameron Hamilton, John Boardman, and Andy Reynolds discuss the market environment, trends, and more in this beginning-of-the-year...
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Corporate Transparency Act – Attention LLC and Other Business Owners
A Small Business Forum with be held on March 27th at 6:00 pm at Ballast. Click here to RSVP or learn more!   In 2021, Congress...
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The End of an Era – What We are Watching For in ‘24
For many years until the last, investors had been living under the same mantra of “There Is No Alternative” (TINA) to owning equities,...
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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.