Resources | Financial Planning Insights & Tools

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Madeline Flynn Burgess

Madelyn Mozeleski

Team Ballast

Trent Lakes

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...

Medical Professionals

Beyond the Luxury Car: Avoiding the Costliest Financial Mistakes in Medicine

Physicians spend years mastering medicine, but many receive little formal education on personal finance. As a result, some of...

Ballast News

Ballast Announces Two New Additions to the Team

Since our founding, our vision has remained steadfast: build a team that we would want to advise our own families. As we continue...

Weekly Update

Upcoming Mega-IPOs: SpaceX, Anthropic, and OpenAI – Index Inclusion and Investor Implications

Upcoming Mega-IPOs: SpaceX, Anthropic, and OpenAI – Index Inclusion and Investor Implications SpaceX had its IPO last week....

Career Counseling

Physicians, Treat Yourself Like a Professional Athlete

Medical professionals, particularly surgeons, should think about their careers much like professional athletes think about theirs....

Weekly Update

What Are Trump Accounts? Understanding the Proposed 530A Investment Account for Children

With the recent attention surrounding Trump Accounts, we wanted to provide some clarity on how these accounts are structured and...

Weekly Update

May the 4th Be With You

I’ve been serving families at Ballast for over a decade, but this is the first time it’s my turn to write an update on May 4th. ...

Comprehensive Guidance

WATCH: Protecting Your Personal Data

One of our favorite clichés is “you’re only as strong as your weakest link.” In your financial life, cash flow, retirement contributions,...

Ballast News

Ballast's Trent Lakes Obtains CERTIFIED FINANCIAL PLANNER® Certification

Ballast is proud to announce that Trent Lakes, Investments and Planning Strategist, has officially earned his CERTIFIED FINANCIAL...

Niche Specific Guidance

Beyond the 401k: Savings Opportunities You Might Not Have Considered

401(k) plans are valuable tools for employees at all income levels, but physicians often face limits on how much they can contribute,...

Insurance

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

Medicare 101: What You Need to Know Before You Sign Up Medicare specialist Richard McQuerry (17 years, founder of SilverBridge...

Weekly Update

When Oil Prices Drive the Market

For much of modern market history, investors have focused on interest rates as the dominant force shaping equity performance....

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Topics

Authors

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

SECURE Act Presentation

ATHENEUM

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