Resources – Page 14

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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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...

Behavioral Finance and Asset Allocation

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

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...

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...

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...

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...

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...

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...

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...

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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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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