WATCH: 100 Year Family Financial Plan Webinar
A look into planning and prospering for generations to come, and how to leave a lasting legacy, plan, and financial future for those you care about.
WATCH: Mid-Year Market Update from Ballast
2025 has delivered no shortage of market drama—from sweeping tariffs and geopolitical tensions to AI volatility and record-breaking rebounds. In this mid-year update, the Ballast team breaks down the year’s first-half market moves, examines economic headwinds and tailwinds, and looks ahead to what may shape investor portfolios in the second half. Hear from: • Brian […]
Watch: Market Update
In today’s unpredictable financial landscape, market volatility can be daunting for investors. Recently, John, Andy, and Brian discussed the current environment and share their insights on how to navigate turbulent waters while staying the course. With the right strategies, a well-thought-out plan, and a steady hand, investors can weather the storms of market fluctuations […]
2024 Year-End Financial Insights: Markets, Taxes, AI & Election Impact from Ballast Advisors
As we wrap up 2024, Ballast is here to clarify the major financial themes shaping this year and what they could mean for the future. Listen to conversations from Ballast advisors John Boardman, Andy Reynolds, Cameron Hamilton, Brian Burton, and Frank Yozwiak as this year-end review offers insights into: 00:00:00 Begin 00:00:38 1️⃣ Markets […]
What to Consider Before, During, and After a Divorce
Interested in learning more financial planning tips amidst divorce? Visit ballastplan.com/divorce.
Directed Corporate Trustees – An Option for Trust Beneficiaries
As pensions have largely been eliminated within the private sector, generational wealth accumulation continues to be a phenomenon impacting more and more families. Whether it be an accumulation of retirement assets, a business sale, or family generational wealth, a large amount of assets has been passed from one generation to the next. Over the next […]
Business Owners Forum Video
We recently invited local business owners to Ballast for a discussion on topics important to them. This is the video from our meeting. Topics Include: What makes businesses attractive to buyers? What is the current state of the private equity market? How to separate finances between business and personal? How should owners prepare now for […]
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.
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 seen over the last few months. Typically, positive stock market performance is aligned with strong economic growth, as seen in the chart below. This makes sense as GDP growth means individual companies are producing more, […]
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 Yozwiak (Director of Estate Planning and Tax) share a few financial best practices and strategies to consider. Topics discussed include: + Cash review and income planning + Roth conversions and tax harvesting + Retirement contributions […]
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.
2022 Market Recap and 2023 Outlook
To kick off the new year, John Boardman (CEO, Founder) and Andy Reynolds (COO, Partner) sat down to recap the economic environment in 2022 and discuss the 2023 outlook. Click the play button below to watch. Topics include: Recent economic data and performance The 1% of market volatility on trading days Market fundaments […]