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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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...

Positive Signs of a Growing Economy

Key Takeaways: Publicly traded companies will be releasing earnings reports over the next several weeks. Economists believe...

Monte Carlo

Determining a Retirement Savings Rate

As we meet with new families, we continually hear the same two questions: 1) are we making good decisions with the money we earn...

Tax Management

Upcoming Child Tax Credit Checks: Not Free Money

Max Child Tax Credit now $3,600/child under 6; $3,000 ages 6-17 Even high-income families will receive 50% advances on these credits Advance...

401k & Benefits

Testing the Challenges of a Long Retirement

We often joke that our job was created because of increasing life expectancies and pensions seldom being offered. Obviously,...

Charitable Giving

Giving Strategy for Charity Gala Season

Fewer than 15% of taxpayers itemize deductions since 2018 tax reform. Timing the donations you already plan to make can maximize...

Asset Allocation

The Hidden Benefits of Saving Early in Life

We’re all aware that saving for retirement is not a strong suit for many Americans. There is no end to the alarming statistics...

Economic Analysis

Interest Rates & Inflation

Over the past decade, the Federal Reserve has been pushing for modestly higher interest rates and inflation. To anyone following...

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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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