Ballast Advisors
OCTOBER 10, 2023
Many major retailers rolled out Black Friday and Cyber Monday promotions as early as October. Connect with our amazing team to ensure that your holiday budgeting aligns with your comprehensive financial goals. Ballast Advisors, LLC is a registered investment advisor under the Investment Advisers Act of 1940, as amended.
Sara Grillo
DECEMBER 12, 2022
pay me for investments, for the easy work that I can outsource to a third party manager, and I’ll give you all this hard stuff for free…I don’t believe that., Join the Transparency Advisor Movement. He spent 10 years there managing billions in assets for institutional and retail clients. Doug Twiddy. degree in Computer Science.
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Inside Information
OCTOBER 30, 2021
Going back and looking at history,” he says, “what is the problem when it comes to protecting retail investors? Yes,” says Rostad. “As I look across the investment advisory world, I don’t see much evidence of individuals remembering that fiduciary is a core differentiator in financial advice.
The Big Picture
OCTOBER 19, 2022
We discussed all these things as well as why there has never been a better time to be a retail investor than right now, right here in this era. And you know, we have a team that serves those advisors in the home offices of those advisors, talking about Vanguard’s product and educating about product. We serve retail investors.
Walkner Condon Financial Advisors
FEBRUARY 6, 2024
This isn’t a retail investor problem, it’s a flaw in the human condition. But the key benefit of independent, fee-only financial advice just might be the objectivity of an experienced professional that has shepherded clients through different markets and understands the dangers of recency bias.
Sara Grillo
NOVEMBER 14, 2022
2 Should those with only insurance licenses that allow them to sell annuities and/or life insurance be held to the same fiduciary standard as registered investment advisors? And if you want to join the right for higher ethics in financial advice, join the Transparent Advisor Movement.
The Big Picture
DECEMBER 6, 2022
when I first moved from Spain, and I learned a lot because I spent a lot of time with financial advisors, which, as you know, is a key segment of our client base today. What is the financial advice world like in Europe? And I think that the financial advisors are used, but not as widely used as they are in the U.S.
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