Resources – Page 14

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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...

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...

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...

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,...

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...

Asset Allocation

Stock Market Bubbles are Inevitable – Are You Prepared for the Next Burst?

In addition to this commentary, we would like to extend an invitation for you to join us on a live video feed where we will discuss...

Asset Allocation

Counteract Inflation with Your Financial Assets

Key Takeaways Inflation in October 2021 was 6.2%, the highest in nearly 30-years. From 1914 to 2021, average inflation in the...

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...

401k & Benefits

End of Year Financial Planning

As we officially enter the month of November, it is hard to believe that Thanksgiving is just three weeks away. Hopefully, this...

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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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