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Ballast, Inc. | Financial Management

Our team works as your personal financial advisor, helping you navigate through career development, peak accumulation years, and financial independence. As an objective partner, we help balance your retirement savings with personal spending, while providing cohesive and purposeful investment management. Our continuously evolving plan cultivates and protects your legacy. ballastplan.com 400 E Vine Street, Suite 400 Lexington, KY 40507 Ballast, Inc. is a registered investment adviser with the SEC. Registration with the SEC does not indicate that the adviser has achieved a particular level of skill or ability, nor is it an endorsement by the SEC. All investment strategies have the potential for profit and loss. Ballast, Inc. is not engaged in the practice of law or accounting. Always consult an attorney or tax professional regarding your specific legal or tax situation.

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Money Conversations with Family
Money Conversations with Family
조회 12 좋아요 0 1개월 전
Sudden Windfalls + Inheritance
Sudden Windfalls + Inheritance
조회 3 좋아요 0 1개월 전
When Do You Need a Corporate Trustee?
When Do You Need a Corporate Trustee?
조회 4 좋아요 0 1개월 전
August Market Update
August Market Update
조회 3 좋아요 0 2개월 전
Fed Rates Unchanged
Fed Rates Unchanged
조회 2 좋아요 0 2개월 전
Dr. Maj-Linda Selenica and Cameron Hamilton on Bike4Alz and Alzheimer's Research
Dr. Maj-Linda Selenica and Cameron Hamilton on Bike4Alz and Alzheimer's Research
조회 29 좋아요 1 2개월 전
Charitable Giving | Lisa Adkins from Blue Grass Community Foundation and Andy Reynolds from Ballast
Charitable Giving | Lisa Adkins from Blue Grass Community Foundation and Andy Reynolds from Ballast
조회 35 좋아요 1 3개월 전
Quarterly Market Update with Chief Investment Officer Brian Burton and COO Andy Reynolds | Ballast
Quarterly Market Update with Chief Investment Officer Brian Burton and COO Andy Reynolds | Ballast
조회 61 좋아요 0 4개월 전
Can You Pass Too Much Wealth to Children?
Can You Pass Too Much Wealth to Children?
조회 5 좋아요 0 4개월 전
Business Owners + Consulting
Business Owners + Consulting
조회 12 좋아요 0 5개월 전
Business Valuation Differences for Buyers
Business Valuation Differences for Buyers
조회 38 좋아요 0 5개월 전
W2 vs 1099
W2 vs 1099
조회 48 좋아요 0 5개월 전
Equity Based Compensation
Equity Based Compensation
조회 6 좋아요 0 5개월 전
Exit Planning for Business Owners
Exit Planning for Business Owners
조회 10 좋아요 0 5개월 전
Federal Reserve Tug of War
Federal Reserve Tug of War
조회 87 좋아요 0 5개월 전
Multiplying the Impact of Intentional Giving #charity  #investing
Multiplying the Impact of Intentional Giving #charity #investing
조회 11 좋아요 0 5개월 전
SALT & OBBBA
SALT & OBBBA
조회 52 좋아요 0 5개월 전
5 Ways to Prep for a Seamless Asset Transition at Death
5 Ways to Prep for a Seamless Asset Transition at Death
조회 130 좋아요 0 5개월 전
Did you know... Ballast can be hired in a consultative role to guide beneficiaries of trusts?
Did you know... Ballast can be hired in a consultative role to guide beneficiaries of trusts?
조회 49 좋아요 0 5개월 전
Donor Advised Funds?
Donor Advised Funds?
조회 123 좋아요 0 5개월 전
Spring Market Update
Spring Market Update
조회 157 좋아요 0 5개월 전
Using Home Loans for Family Wealth Building
Using Home Loans for Family Wealth Building
조회 96 좋아요 0 5개월 전
Assets at Death: Pre-Tax to Charities
Assets at Death: Pre-Tax to Charities
조회 20 좋아요 0 5개월 전
Early 2026 Market Update
Early 2026 Market Update
조회 223 좋아요 1 5개월 전
Why Do We Own Bonds?
Why Do We Own Bonds?
조회 41 좋아요 1 5개월 전
Protecting Your Personal Data - Expert Tips from Ballast's Frank Yozwiak and Trent Lakes
Protecting Your Personal Data - Expert Tips from Ballast's Frank Yozwiak and Trent Lakes
조회 31 좋아요 3 5개월 전
Medicare 101 with Ballast and SilverBridge Insurance Solutions
Medicare 101 with Ballast and SilverBridge Insurance Solutions
조회 59 좋아요 2 6개월 전
February 2026 Market and Economic Update from Ballast
February 2026 Market and Economic Update from Ballast
조회 52 좋아요 1 7개월 전
Do I Need a Trust? | Ballast Wealth Management Webinar
Do I Need a Trust? | Ballast Wealth Management Webinar
조회 79 좋아요 2 10개월 전
Personal Budgeting for Business Owners | Ballast Webinar | November 2025
Personal Budgeting for Business Owners | Ballast Webinar | November 2025
조회 21 좋아요 0 10개월 전
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