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
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....
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
Market Update | Q1 2024
  Cameron Hamilton, John Boardman, and Andy Reynolds discuss the market environment, trends, and more in this beginning-of-the-year...
Read More
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...
Read More
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,...
Read More
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...
Read More
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...
Read More
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...
Read More
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16


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.