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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...

Lifestyle

Why Are Kids So Expensive These Days?

We’re often invited to speak to student groups about financial planning and I like to end with a few pieces of advice that apply...

Education Saving

College Savings

With America’s student loan debt growing larger every year, saving for college is on the minds of many of our clients. Whether...

Social Security

Putting a Value on Your Social Security Benefits

Key Takeaways: Most retirees don’t think of Social Security as an asset and therefore exclude it from their balance sheet. The...

Asset Allocation

The Importance of Asset Allocation and Diversification

Not only has recent market volatility resulted in renewed anxiety for many investors, it has also been a stern reminder of the...

Education Saving

Educating Heirs on Student Debt

One of my favorite television shows is Shark Tank, which shows aspiring entrepreneurs pitching their business plans to seasoned...

Education Saving

How Much to Save for College

Will your child wow you with a 4.0 GPA in high school or do they believe C’s get degrees? Are their sights set on...

Education Saving

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...

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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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