Resources – Page 17

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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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...

Financial Planning

The Grey Area of Paying Off a Mortgage Early

A key question that soon-to-be retirees often face is whether or not to eliminate debt before retirement. Generally, we would...

Budgeting

Inflation Concerns: Are Higher Prices Here to Stay?

Higher prices are here – I learned this last month when booking a rental car for our summer vacation, a 6-day rental for...

Retirement

Insight Into Fixed Income + Timing of Social Security

When entering retirement, the question of how to structure income can be the most influential factor in determining a family’s...

Weekly Update

Toilet Paper... and Pork?

A little over a year ago, in March 2020, life as we then knew it was drastically changed. Many of those who were fortunate enough...

Cash Flow

How Will A Bear Market Affect Your Plan?

In this week’s edition of the Ballast Atheneum, I am going to explore a subject no one wants to see but we all must prepare for;...

Financial Planning

The Housing Market is on Fire!

Key Takeaways: Housing inventory has declined by 52% from last year and is 15.6% more expensive. Millennials are finally participating...

Economic Analysis

Thoughts on NFTs

We believe it is our responsibility to give our thoughts on current investment trends, even if it involves an asset that we do...

Financial Planning

Is the Recent Climb in Interest Rates a Real Threat?

If you pay as close attention to mortgage rates as we do, you may have noticed a fairly significant move higher over the last...

Tax Management

Don't Worry, There's Still Time for 2020

I know what you are thinking. It is on everyone’s mind. “2020 was so much fun, such a great year, I wish it would stay 2020...

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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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