Resources – Page 15

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

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...

Education Saving

The Complicated Calculations of College Costs

Parents of college-bound students are dealing with a chicken-or-egg dilemma. When it comes to student aid calculations, it just...

Asset Allocation

Tax Management in Bull Markets

How do we manage accounts when everything is up? With cooperative markets, many investors have accumulated substantial capital...

Budgeting

The Power of Homeownership

Key Takeaways: Having a fixed-rate mortgage keeps a large portion of your budget constant versus the variability of rental costs Lower...

Cash Flow

College Savings Vehicles

So often in life and in financial planning, perfect can be the enemy of good. This is certainly the case when it comes to saving...

Social Security

Social Security: Whether to Wait to Start Taking Retirement Benefits

Key Takeaways: You could be facing up to a 30% reduction in your PIA by taking Social Security retirement benefits at age 62. By...

Asset Allocation

The Economy’s Return to Normal

Key Takeaways: Economic data indicates a return to pre-pandemic levels of activity A tight labor market has contributed to some...

Cash Flow

Retirement Saving Myths and Misconceptions

We are fortunate to have a very educated and knowledgeable client base, but we are consistently surprised by the myths and misconceptions...

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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.

Topics

Authors

ATHENEUM

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

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