Resources – Page 8

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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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. ...

Center of Influence

Silicon Valley Bank, Likely Implications, and Client Action

Friday morning started on a positive note. Markets rejoiced with a favorable labor report showing wage inflation falling below...

Business Decision Support

Insurance

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

401k & Benefits

Employers: Why should you offer employee benefits?

Key Takeaways: Strong benefits help retain employees, reducing training and turnover costs Benefits can benefit company...

Business Decision Support

Fed Rates, Inflation, Yields

What a difference a couple of years makes. Even the casual fan has likely heard the talk about interest rates and felt inflation...

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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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