Ballast, Inc.

08/27/2026

Interest rates, geopolitical uncertainty, a new Fed Chair, and AI-driven markets continue to shape the investment landscape. Brian's latest market update explains it all.

Read here: ballastplan.com/connect

08/24/2026

BALLAST MAGAZINE - ISSUE 5 is LIVE!

As we transition back to school and into fall, this issue of Ballast Magazine explores many of the moments that matter and require careful planning... like receiving an inheritance, caring for aging parents, planning your estate, welcoming a new baby, creating retirement income, and having the family conversations many people avoid.

It's about helping YOU navigate some of life's biggest transitions.

Check it out here: ballastplan.com/connect

We hope you enjoy!

08/17/2026

After seeing the impact of Alzheimer's in his own family, Cameron helped found Bike4Alz 15 years ago to support the search for better treatments and, ultimately, a cure. Since then, the organization has raised hundreds of thousands of dollars to advance research, with this year's ride surpassing $100,000 in fundraising alone.

In this conversation, Cameron sits down with Dr. Maj-Linda Selenica of the University of Kentucky Sanders-Brown Center on Aging to discuss the exciting progress being made in Alzheimer's research and what gives researchers hope for the future.

Watch here: https://youtu.be/E_73HSHZyEk

08/14/2026

The Ballast kids are back to school and back in business. We hope everyone had a great first week and wish all of our students a safe, fun year filled with learning, friendship, and plenty of accomplishments!

08/12/2026

Since our founding, our vision has remained steadfast: build a team that we would want to advise our own families.

As we continue to grow, we’re excited to welcome Brizia Palmer to the team! She serves as a Client Services Associate.

With 15 years of experience in banking and financial services, Brizia brings a strong foundation in client relationships and team leadership to her role as a Client Services Associate. She began her career as a Personal Banker and advanced into Branch Management, serving as a Branch Manager for the past five years before transitioning into the financial planning industry.

Brizia is passionate about providing exceptional client service and helping clients feel confident and supported throughout their financial journey. Her background in banking allows her to bring both professionalism and a personalized approach to every client interaction. Brizia is originally from Ashland, KY, but now resides in Nicholasville, KY. Outside of work, Brizia enjoys traveling, spending time with family, attending concerts, and seeking out new adventures with her lab, Levon.

Be sure to say hello to Brizia! We're thrilled to have her.

08/07/2026

Last week, the Federal Reserve voted to leave the federal funds rate unchanged at 3.75%, where it has remained throughout 2026. While the broader trend since early 2024 has been toward lower interest rates, recent inflation data has led many members of the Federal Open Market Committee to take a more cautious approach before implementing additional rate cuts.

In Andy's article this week, he digs into interest rates and planning: https://ballastplan.com/fed-rates-unchanged/

07/29/2026

Congratulations to our own Trent Lakes, CFP® on being selected for the 2026–2027 Leadership Lexington class!

Leadership Lexington and Commerce Lexington Inc. bring together emerging leaders from across our community to learn, collaborate, and help shape Lexington's future. We can't wait to see what this year's class accomplishes together.

​Since 1979, Commerce Lexington’s Leadership Lexington program presented by Community Trust Bank has been cultivating Lexington leaders, producing more than 1,900 graduates from this impactful...

06/22/2026

What are the top 5 ways to prep for seamless transition of assets? Frank fills us in!

Check out his full article in Issue 4 of Ballast magazine at ballastplan.com/connect

06/16/2026

WEBINAR TODAY | 4:00 PM

How can charitable giving create a lasting impact for your family, your community, and future generations?

Join Andy Reynolds and Lisa Adkins, President & CEO of Blue Grass Community Foundation, TODAY at 4:00 PM as they discuss donor-advised funds, charitable legacy planning, business-owner strategies, Endow KY tax credits, and how families can align their wealth with their values.

Register to watch live or sign up to receive the replay: https://us06web.zoom.us/webinar/register/WN_bIEPHlz6RhemI4jq1sOFbA

Lisa was also featured in Issue 4 of Ballast Magazine - check it out here: ballastplan.com/connect

06/12/2026

Ballast is pleased to introduce you to our summer intern, Jake Nahra.

Jake is a rising senior at Auburn University, where he is pursuing a degree in accounting. On campus, Jake serves as President of the Tau Kappa Epsilon fraternity and works as a tutor for the School of Accountancy.

Originally from Lexington, Jake is a graduate of Sayre School and looks forward to applying his leadership experience and academic background to a career in the financial industry.

We hope you get the opportunity to meet him over the summer!