Are you earning enough interest? Part 2: Fixed Income in Vogue
Fixed income, the often forgotten segment in investor portfolios, is now back in vogue.
In Part 2 of our two-part blog series on answering 'Are you earning enough interest?', we examine 1) Why fixed income was forgotten 2) Why fixed income demands attention today, and 3) Factors to consider when creating a fixed income portfolio in today's environment.
Are you earning enough interest? Part 1: What to do with cash
In part one of this two-part blog, we review 1) why holding too much cash is dangerous, and 2) better alternatives for parking cash beyond your bank's savings account.
Ballaster Financial featured on CBS MoneyWatch
With the tax season (mostly) behind us, we provide tips on utilizing your tax refund to invest toward wealth creation while battling inflation
Ballaster Financial featured on Fatherly.com
In an article titled “Where to Put Your Money When Inflation Is on the Rise: 5 Expert Tips”, we shared our thoughts on lesser known ways investors can further diversify their fixed income portfolio to protect from rising rates and inflation.
Three steps to help secure your finances in 2022
As we launch into the new year, we explore three steps investors can consider to help improve their financial health in 2022
Ballaster Financial featured in the Wall Street Journal
In an article titled “People Want to Start Spending Again and Inflation Is Ruining It”, we shared our thoughts on how to tackle investing and planning in a high inflation and valuation environment.
6 Tax Planning Opportunities Not to Miss Before Year-End
As we approach the end of 2021, there remains a lot of uncertainty in the markets. To review actions towards what we can control, we summarize 6 tax-focused items to consider before year-end.
How to stash cash away and earn 7.12%
With interest rates near historic lows and inflation rising at the fastest pace in more than 30 years, consider the Series I bond currently earning 7.12%