Ballast Rock Private Wealth

As our Senior Wealth Advisor, Jim Carroll, noted in Reuters, the #VIX is signaling rising investor unease. With the S&P 500 giving up its gains for the year and tariff concerns mounting, it's critical to have a plan that withstands volatility.    At Ballast Rock Private Wealth, we work with clients to build portfolios designed for both turbulent and prosperous markets.    Read more: https://lnkd.in/efNY8VNC

It was great to spend some in-person time with our amazing team at our exclusive tax-efficient investing event last week! Special thanks to Scott Singer, Mayor of Boca Raton, and Kelly Smallridge, President and CEO of the Business Development Board of Palm Beach County, for their contributions to the evening. Thanks again to the many clients and investors who joined us for making the event a success! If you couldn’t join us and want to discuss wealth preservation strategies, please get in touch. #WealthManagement #TaxEfficientInvesting #Networking

Did you know that approximately 31% of women are financial advisors, according to the Bureau of Labor Statistics? In a powerful feature with Connect Money our own Jamie Kivioja Carroll shares her perspective as a female financial advisor and how the industry can break down barriers to attract more women. Check out her insights on empathy, financial planning and driving change:  #WomenInFinance #WomenAdvisors #FinancialPlanning #WealthManagement

Most of you know that I spend a lot of time in the world of VIX and volatility. More recently, that work is being posted to Substack at vixology.substack.com and I've just added my 2024 Volatility Review available as a download. I'll admit it's pretty nerdy stuff, but anyone with money in the markets should be paying attention in an environment likely to be more volatile going forward. And don't hesitate to ping me with questions or comments!

Client relationships built on trust and service are the foundation of Ballast Rock Private Wealth. Our CEO Andrew Mescon, in this Financial Planning article on New Year’s resolutions, speaks for the firm when he says that face-to-face interactions bring a fundamental human connection that virtual meetings seldom deliver. https://lnkd.in/gYP9EAzP

Philanthropy is a cornerstone of financial wellness, especially during the holiday season. 🎁 In her recent Kiplinger article, our Director of Strategy, Emily Perskie Glassman, shares five tips for maximizing your charitable impact. Explore these strategies and make this season of giving truly impactful!

Did you know many Americans leave behind old 401(k)s when switching jobs, potentially missing out on significant growth opportunities? In his recent article for Kiplinger Senior Wealth Advisor Scott McClatchey, shares three essential steps to locate, optimize, and consolidate these accounts. Read more and take control of your financial future today! https://lnkd.in/eUsvE7rU

What do #FedRateCuts and the #TrumpReelection mean for investment portfolios? Our CEO, Andrew Mescon, explored this topic with Rob Burgess at Financial Planning. As Andrew shared in the piece, “It’s way too early to gauge the impact of potential fiscal policy changes that may or may not unfold over the next few years.”   At Ballast Rock Private Wealth, we encourage clients to stay focused on long-term strategies rather than short-term political developments. https://lnkd.in/dG_UwaFV

Our BRPW Team is heading to Schwab Impact this week! We specialize in creating personalized wealth management solutions tailored to the unique goals of each client. Whether it’s custom portfolio construction, private market investment access, or comprehensive business transition support, we bring institutional-level expertise to families and individuals looking for a partner in financial success.   If you're interested in discussing how we can help you achieve your financial goals or simply want to connect send us a message! #SchwabIMPACT

We’re thrilled to announce that Jamie Kivioja Carroll, a seasoned Wealth Advisor with deep expertise in helping high-net-worth families navigate retirement, legacy, and generational planning, has joined Ballast Rock Private Wealth! With years of experience and a passion for empowering clients to make thoughtful, strategic decisions for their future, Jamie is a fantastic addition to our team. We’re excited to see the positive impact Jamie will have as we continue to grow and serve our clients. Welcome to the team, Jamie! 🔗 Read our press release: https://lnkd.in/e5gKQjQs