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.

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Andy Reynolds

Estate Planning

Directed Corporate Trustees - An Option for Trust Beneficiaries

As pensions have largely been eliminated within the private sector, generational wealth accumulation continues to be a phenomenon...

Retirement

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...

Business Buying & Selling

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...

Education Planning

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...

Economic Analysis

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...

Weekly Update

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...

Wealth Management

Market Update | Q1 2024

Cameron Hamilton, John Boardman, and Andy Reynolds discuss the market environment, trends, and more in this beginning-of-the-year...

Business Planning and Consulting

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...

Economic Analysis

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,...

Research

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...

Economic Analysis

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...

Asset Allocation

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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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

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.

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.

Topics

Authors

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

We created a resource to help you succeed in your personal financial journey.

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