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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
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...
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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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Medical Professionals
Understanding Private Equity: Opportunities and Considerations
Understanding Private Equity: Opportunities and Considerations For many physicians, private equity has become part of everyday...
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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...
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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....
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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...
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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...
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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...
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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...
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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...
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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....
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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....
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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

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