Resources – Page 12

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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Cash Flow

Cash Flow Planning and Long Term Care

One of the most challenging planning areas for us as practitioners is Long Term Care. In principle, it should be easy to universally...

Retirement

The Investor Taxation Lifecycle

We are not CPAs nor are we tax preparers, but a great deal of our time is spent working with clients and their professionals honing...

Social Security

Alternative Uses of Social Security Income

Key Takeaways: Many unique situations could justify taking Social Security earlier. The psychological benefits of a new income...

Cash Flow

When Too Much Tax Deferral Becomes Counterproductive

Click here to watch video in new window. Most of us have been told from early on in our careers to defer as much income as possible...

Business Decision Support

Give and Get: Qualified Charitable Distributions

Key Takeaways Tax reform has decreased the households who itemize to about 10% of taxpayers. Those who don’t itemize may not...

Asset Allocation

The Inverted Yield Curve of April 2022

Key Takeaways: The 2-year/10-year yield curve inverted for the first time since 2019. This type of inversion has preceded the...

Asset Allocation

Diworsification – Can You Take Diversification Too Far?

Key Takeaways: Diversification can be overdone – there is a point where adding another investment to your portfolio can be harmful...

Asset Allocation

The Federal Reserve FINALLY Raises Rates

Key Takeaways: Last week, the Federal Reserve raised the Federal Funds Rate by 0.25%. The Federal Reserve is projecting several...

Business Decision Support

Markets are Digesting a TON of Information

Over the last few months, market volatility has dramatically increased. The CBOE Volatility Index or VIX, created by the Chicago...

Budgeting

How Much Cash Should I Hold?

Key Takeaways Rising inflation increases the opportunity cost of holding cash We believe the benefits of cash outweigh any loss...

Budgeting

Top 10 Personal Finance Best Practices

As more investors seek out and embrace personalized asset management and individualized financial advice, industry tycoons Vanguard...

Asset Allocation

Behavioral Finance and Asset Allocation

Summary Points: We simply have to watch money flow to know how “average investors” behave. Investor emotions typically run...

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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.

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Authors

ATHENEUM

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

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