The Ballast Life

2024 Year-End Financial Insights: Markets, Taxes, AI & Election Impact from Ballast Advisors


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As we wrap up 2024, Ballast is here to provide clarity on the major financial themes shaping this year and what they could mean for the future.

Watch on YouTube: https://youtu.be/zoMJv1O3fUg

This year-end review offers insights into:

00:00:00 🎬 Begin

00:00:38 1️⃣ Markets since COVID: How far we’ve come and what’s ahead.

00:08:23 2️⃣ Historical Valuations: Lessons from the past to guide the future.

00:24:23 3️⃣ The Federal Reserve and Rates: Interest rates and their implications for investors.

00:31:08 4️⃣ Tax reform updates: How changes could impact your financial planning.

00:38:34 5️⃣ U.S. debt: Understanding its growing role in economic stability.

00:49:59 6️⃣ Tariffs and global trade: Navigating the complexities of international markets.

00:55:40 7️⃣ Artificial Intelligence: How AI is transforming industries and portfolios.

01:06:27 📝 Recap and how to connect with our team.

At Ballast, we’re dedicated to helping you stay informed and prepared. Together, let’s face the challenges and opportunities of the new year with confidence.

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At Ballast, we specialize in personalized financial planning tailored to your unique goals. Whether you’re looking to grow your wealth, navigate tax changes, or better understand market trends, we’re here to help you build a solid financial foundation.


Ready to take control of your financial future?

👉 Visit our website at https://ballastplan.com/get-started/ to learn more about our services.

📅 Book a free consultation today and let’s discuss how we can help you achieve your goals.

Contact Ballast:

Web: https://ballastplan.com/

Phone: 859.226.0625

IG:  @Ballast_Inc 

Email: [email protected]


Ballast is located in Lexington, Kentucky but serves clients nationwide.


Ballast, Inc. is a registered investment adviser with the SEC. Registration with the SEC does not indicate that the adviser has achieved a particular level of skill or ability, nor is it an endorsement by the SEC. All investment strategies have the potential for profit and loss. Ballast, Inc. is not engaged in the practice of law or accounting. Always consult an attorney or tax professional regarding your specific legal or tax situation.

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The Ballast LifeBy Ballast, Inc.