Ballast https://validator.w3.org/feed/docs/rss2.html Catherine Richmond, MS Madelyn Mozeleski Home John V. Boardman, III, CFP®, CPWA® Ballast Website Disclosure 2026 Retirement Contribution Limits WATCH: Q1 Market and Economic Update with Brian Burton and John Boardman WATCH: Do I Need a Trust? Safeguard Assets: Asset Protection Essentials for Doctors Entrepreneurs & Business Owners Resources Who We Serve About Contact Team Physician Retirement Planning: 5 Steps to Retire with Confidence U.S. Income Tax History: How Tax Rates and Revenue Have Changed Since 1862 Investing at Stock Market All-Time Highs: What to Do When the S&P 500 and Dow Hit Records 2026 Retirement Account Contribution Limits & Year-End Tax Planning Tax-Efficient Charitable Giving Strategies: 3 Ways to Maximize Your Donations Jeff Lehmann Magazine & Webinars Case Study: Building a Legacy A Narrow Strait, A Wide Impact October Market Commentary WATCH: Fall 2025 Market Update (October) Ballast Welcomes Two New Team Members: Catherine Richmond and Madelyn Mozeleski Market Commentary | Q3 Guest Commentary: Jeffrey Gehring on Estate Law and Planning Should I Consider a Trust? Liquidity & Exit Planning Top 5 Considerations When Making a Career Change NIL Gives a Lesson in Time Value of Money Q&A with Ballast CEO/Founder, John V. Boardman, III Newsletter Summer Market Update -Stability & Strategy WATCH: Mid-Year Market Update from Ballast Price-to-Sales and Market Valuations WATCH: Tax Optimization of Charitable Giving Guest Commentary: Stefan Hendrickson on OBBBA & Taxes Managing a Household Allocation The Most Impactful Tax Changes from the One Big Beautiful Bill Act WATCH: 100 Year Family Financial Plan Webinar Testing the Challenges of a Long Retirement The Hidden Benefits of Saving Early in Life Brian Burton, CFP®, CIMA® Madeline Flynn Ballast Magazine – Issue 1 Watch: Market Update WATCH: Personal Budgeting for Business Owners