Market Update | Q1 2024
Cameron Hamilton, John Boardman, and Andy Reynolds discuss the market environment, trends, and more in this beginning-of-the-year 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 the current market environment, conversations they’ve been having with clients, and trends they’re seeing.
December Market Update 2022
During the Ballast Open House last week, the advisors led a brief market update and economic discussion for those in attendance. This video was recorded live in the Ballast Conference Room with a full audience. Listen as they share current market conditions, financial planning strategies, and updates. Advisors: John Boardman, CFP®, Founder and […]
October Market Update
This week, John Boardman (Founder and CEO) and Andy Reynolds (COO and Partner) sat down to discuss some of the factors at play in this market environment, how we address those as an advisory firm, and share some of the conversations they’ve been having with clients. Check out the video for the full discussion. If you have any questions, please reach […]
August 2022 Market Update
Listen as John Boardman (Founder and CEO) and Andy Reynolds (COO and Partner) and Cameron Hamilton (Director of Financial Planning and Partner) discuss the current economic environment and share the conversations they’ve been having with clients. Additionally, they consider a few common questions and share our thoughts on the market, inflation, consumer confidence, the word recession, and economic outlook. If you have […]
June Market Update
Listen as John Boardman (Founder and CEO) and Andy Reynolds (COO and Partner) discuss the current market environment. Additionally, John and Andy consider a few common questions and share their thoughts on the cyclical market, inflation, portfolio management, raised rates, and economic outlook. If you have any questions, please reach out to us: 859-226-0625 or […]
Latest Data on Inflation and Labor Markets Paving the Way for Fed Rate Cuts
Following the weak jobs report that left many on Wall Street questioning the prospects of a “soft landing,” we’ve seen a bit of unrest in markets over the last few weeks. Remember, a soft landing includes cooling inflation back to the Fed’s 2% target while maintaining a healthy labor market. With a slight crack showing […]
What Happened in the Markets Last Week?
If you have turned on the news or had a conversation around the water cooler over the past week, you have certainly heard that volatility has returned to the stock market. Headlines like “Dow sinks more than 1,000 points in global market sell-off” and “Wall Street Hammered Amid Plunging Global Markets” led on all media […]
The Market’s Breadth Still Stinks but Could Relief Be on the Way?
By: Brian T. Burton, CFP®, CIMA® You’ve probably heard about stock market breadth at this point, it has become quite the talking point amongst financial pundits. But what exactly is it? The term, market breadth, can simply be defined as how many stocks are participating in an index’s rise or fall, helping to assess […]
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 purchasing power How we choose to spend our money dictates how we experience inflation Inflation has been top of mind for every participant in our economy for three years straight: households, businesses, and policymakers. Inflation […]
Who Wants to Talk Politics?
Thanks for taking the bait. Positive stock market performance for 2024 has been celebrated by most investors, but the rationale behind the rally is where we tend to see a spectrum of opinions. I have personally heard clients laud their candidate of choice as the primary tailwind… from both sides of the aisle. It does […]
The Cost of a Spent Dollar – What Could an Investment Have Become Through the Years
As we discuss retirement savings, one aspect that is worthy of consideration is the weighing of alternatives. Hindsight is always 20/20, but let’s consider the cost of a spent dollar throughout the years. Essentially, if you had $X in a given year, what is something that you could have purchased during that year compared to […]
