Estate Planning – Ballast Advisors

Navigating the Current Mortgage Interest Rate Environment

The home mortgage is often the biggest transaction of a person’s life. In today’s dynamic economic landscape, mortgage interest rates play a significant role in shaping individuals’ financial plans. Whether you’re a homeowner, prospective homebuyer, or even an investor, understanding the impact of the current mortgage interest rate environment is crucial to one’s overall personal … Read more

Is Tax Loss Harvesting Worth It?

Introduction After a rough year in the market, it’s rare an investor didn’t experience losses. How you treat those losses come tax time can mean a lot in the long run of your financial plan. “Good portfolio management focuses on after tax rate of returns,” says Ballast Advisors Managing partner Paul Parnell. Tax harvesting is … Read more

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Ballast Advisors

Email: [email protected]

Fax Number: 651.200.3119

Locations

Ballast Advisors – Woodbury
683 Bielenberg Dr., Suite 208
Woodbury, MN 55125-1705
Tel: 651.478.4644

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Ballast Advisors – St. Paul Area
2550 University Avenue West
Suite 314-N
St. Paul, MN 55114
Tel: 651.200.3100

Ballast Advisors – Punta Gorda
223 Taylor Street., Suite 1214
Punta Gorda, FL 33950
Tel: 941.621.4015

“Ballast Advisors, LLC (“Ballast” or the “Firm”) is a federally registered investment adviser with offices in Minnesota and Florida. Registration does not imply a certain level of skill or training. Ballast and its representatives are in compliance with the current registration and notice filing requirements imposed upon federally registered investment advisers by those states in which Ballast has clients. Ballast may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements. This material is limited to the dissemination of general information regarding the Firm’s investment advisory services. Accordingly, nothing herein should be construed by any client or prospective client as a solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment, tax or legal advice. Any subsequent direct communication from Ballast with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Ballast, please refer to the Investment Adviser Public Disclosure website, operated by the U.S. Securities and Exchange Commission, atwww.adviserinfo.sec.gov, which contains the most recent versions of the Firm’s Form ADV disclosure documents.

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