Resources – Page 18

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.

Financial Planning

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

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...

Economic Analysis

Apple, Microsoft, and Facebook all reported earnings last week and somehow the results were buried behind article after article...

Weekly Update

Stimulus checks have been delivered based on 2019 tax returns, $600/person Business owners should review their ability to claim...

Retirement

The Ballast Atheneum is a collection of our thoughts on the twelve most important topics in financial planning.