Resources | Financial Planning Insights & Tools

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Madelyn Mozeleski

Team Ballast

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Families + Individuals

Considerations For A New Baby

Wow! The miracle of life! My favorite part of the experience of becoming a father was that for two days in that hospital, nothing...

Charitable Giving

Charitable Giving Vehicles: The Goldilocks Approach

Like Goldilocks choosing what was “just right,” selecting the appropriate charitable giving vehicle is an important part of a...

Estate Planning

When Do You Need a Corporate Trustee?

During the estate planning process, we often see families spend a great deal of time creating trust terms but very little time...

Lifestyle

Protecting Aging Parents: Financial Governance Done Right

Watching parents age brings difficult conversations, and few are more important than the one about money. Financial vulnerability...

Ballast News

Team Member Spotlight: Cameron Hamilton

You helped found Bike4Alz and MyHammy Vice. What inspired you to get involved with those causes, and what keeps you coming back...

Estate Planning

Connections: Tara N. Halbert on Estate Planning

Tell us a little about your background and what inspired you to pursue a career in estate and trust law. I was a math major in...

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...

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...

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...

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...

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...

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...

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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

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