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Andy Reynolds
Brian Burton
Cameron Hamilton
Frank Yozwiak
John Boardman
Team Ballast
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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Asset Allocation
Asset Allocation Factors: Time and Emotion
When we meet with a new client, one of our tasks is to determine an appropriate asset allocation for the funds they invest.  At...
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Asset Allocation Factors: Time and Emotion
When we meet with a new client, one of our tasks is to determine an appropriate asset allocation for the funds they invest.  At...
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Economic Analysis
Some Perspective on the Fed's Latest Meeting
Key Takeaways With ongoing inflationary pressures and a continued decline in the unemployment rate, the Fed appears ready to...
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Asset Allocation
Managing a Household Allocation
One of our mantras in planning is to “Know What You Own.”  Peter Lynch popularized this term during his management of a Fidelity...
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Managing a Household Allocation
One of our mantras in planning is to “Know What You Own.”  Peter Lynch popularized this term during his management of a Fidelity...
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Long & Short Term Goals
The Ballast Roth Manifesto: Why We Believe Roth is for the 99% AND the 1%
Join us for a live discussion about Roth savings on January 27th, 2022 at 4 PM on ballastplan.com/live. Our advisors will be discussing...
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Long & Short Term Goals
Optimizing Required Minimum Distributions
Key Takeaways The IRS made a retiree-friendly tweak to its RMD schedule for 2022 When to best take retirement distributions can...
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Asset Allocation
The Importance of Asset Allocation and Diversification
Not only has recent market volatility resulted in renewed anxiety for many investors, it has also been a stern reminder of the...
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The Importance of Asset Allocation and Diversification
Not only has recent market volatility resulted in renewed anxiety for many investors, it has also been a stern reminder of the...
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Social Security
Social Security Income: Not-So-Simple Basics
When I first started writing this article, my introductory sentence was “Social Security on the surface is a very simple concept.” However,...
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Cash Flow
Getting Creative with College Funding
In our previous discussions about college planning, we’ve discussed where and how much to save while acknowledging that these...
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