Resources – Page 2

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

Two Ways to Combat Household Inflation

Inflation is not a one-size-fits-all all phenomenon Inflation is the increase in prices over time Increasing prices means decreasing...

Weekly Update

Ballast Business Owner Forum

Join us! Business Owner Forum Wednesday, March 27 6:00-7:30 PM We invite you to Ballast for a discussion on topics important to...

Wealth Management

Market Update | Q1 2024

Cameron Hamilton, John Boardman, and Andy Reynolds discuss the market environment, trends, and more in this beginning-of-the-year...

Business Planning and Consulting

Corporate Transparency Act – Attention LLC and Other Business Owners

A Small Business Forum with be held on March 27th at 6:00 pm at Ballast. Click here to RSVP or learn more! In 2021, Congress...

Economic Analysis

The End of an Era – What We are Watching For in ‘24

For many years until the last, investors had been living under the same mantra of “There Is No Alternative” (TINA) to owning equities,...

Research

US Markets and Elections – It may matter less than you think.

With the primary season among us, attention is being increasingly paid to the 2024 Presidential election. Like most historical...

Economic Analysis

Beware of Dots

The Federal Reserve Dot Plot has a shaky ten-year history The Dot Plot shows the Fed’s expectations of future interest rates Since...

Asset Allocation

The Importance of Asset Allocation and Diversification

As we flip the calendar and enter 2024, many people create New Year’s Resolutions, largely designed to improve an aspect of their...

Economic Analysis

Is Bad News in the Economy Actually Good News for Markets?

The notion of a slowing economy equating to rising stock prices qualifies as counterintuitive, but that is exactly what we’ve...

Economic Analysis

The Markets & Economy – A Diverging Narrative

With the S&P 500 and Nasdaq both entering “Correction Territory,” the media has once again focused its attention on markets...

Niche Specific Guidance

Is it Time to Cash in I-Bonds?

The golden deal of I Bonds has subsided. Watch Cameron here: https://youtube.com/shorts/HbPnqumYc9Q?feature=share As...

Weekly Update

End of Year Planning with Cameron and Frank

We’ve entered the 4th quarter! To make the most of your end-of-year, Cameron Hamilton (Director of Financial Planning) and Frank...

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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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