Resources – Page 7

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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Weekly Update

Mid-Year Market Update with John, Andy, and Brian

John Boardman (CEO/Founder), Andy Reynolds (COO/Partner), and Brian Burton (Director of Portfolio Strategy) sat down to discuss...

Social Security

Most Couples Shouldn’t BOTH Delay Social Security

Key Takeaways: Two-income households have more complex Social Security timing decisions The higher-earning spouse generally...

401k & Benefits

Evaluation of a Job Offer

Key Takeaways – The following considerations must be made when reviewing an opportunity to take a new job or leave a W2 salary...

Budgeting

A journey of a thousand miles begins with a single step. – Lao Tzu It’s race season. With the Bluegrass 10k and other...

401k & Benefits

Evaluating a Pension Buyout

Key Takeaways: Calculating the “hurdle rate” of return is an important first step in determining whether staying in the pension...

Asset Allocation

Diworsification – Can You Take Diversification Too Far?

Key Takeaways: Diversification can be overdone – there is a point where adding another investment to your portfolio can be...

Career Counseling

Artificial Intelligence Wrote this Commentary in 5 Minutes

By: Cameron Hamilton, CFP®, MBA Artificial Intelligence and Machine Learning will Improve Productivity Tools are Publicly...

Budgeting

Cash Flow Planning

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

Budgeting

Debt Analysis

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

Taxes

Pre-RMD & Social Security Roth Conversions

Key Takeaways: Roth conversions should be especially considered if retired and not yet 70 years old. Withdrawing pre-tax...

Lifestyle

Retirement Savings

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

Asset Allocation

Asset Allocation Factors: Time and Emotion

When we meet with a new client, one of our tasks is to determine an appropriate asset allocation for the funds they invest. ...

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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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