Resources – Page 16

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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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...

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....

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...

The Unanswered Economic Questions About Hybrid Work

Key Takeaways Remote work may be the largest modern shift in employer-employee relations Current tight labor markets have accelerated...

Economic Analysis

Robinhood and a New Generation of Investors

Warren Buffett is one of the most famously successful investors of all time and his firm, Berkshire Hathaway, trades today near...

Asset Allocation

Portfolio Rebalancing

Below are our key conclusions when considering rebalancing as part of an overall investment management: Developing asset allocation...

Long & Short Term Goals

The Cost of a Spent Dollar – What Could an Investment Have Become Through the Years

As we discuss retirement savings, one aspect that is worthy of consideration is the weighing of alternatives. Hindsight is always...

Budgeting

Balancing Saving and Giving

Most of our clients aspire to be financially self-sufficient. As those clients age, we notice some amount of transition into...

401k & Benefits

Finding the Best Order for Funding Retirement

With a task as important as funding your retirement, determining which accounts to fund and in what order should not be taken...

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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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