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Authors

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Andy Reynolds
Brian Burton
Cameron Hamilton
Frank Yozwiak
John Boardman
Team Ballast
Delegated Corporate Trustees - An Option for Trust Beneficiaries
About Ballast We help you optimize the way you accumulate, spend, and give your money. As your life evolves, so do our recommendations....
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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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US Markets and Elections – It may matter less than you think.
With the primary season among us, attention is being increasingly paid to the 2024 Presidential election.  Like most historical...
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Beware of Dots
The Federal Reserve Dot Plot has a shaky ten-year history The Dot Plot shows the Fed’s expectations of future interest rates Since...
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The Importance of Asset Allocation and Diversification
As we flip the calendar and enter 2024, many people create New Year’s Resolutions, largely designed to improve an aspect of their...
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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.