Ballenger Asset Management

Enhancing Investors Quality of Life

 

At Ballenger Asset Management & Research, we seek to relieve the busy investor from the daily hassle of investment research and due diligence. Our company believes life should be balanced among its pleasures. It is our pleasure to take on the investment responsibility for our clients so they can focus on what matters most to them.

The company provides financial consulting to business owners, endowments/nonprofits, and individual investors. We primarily focus on those who are building and maintaining their wealth, and who need guidance with proper financial solutions. Our services include business retirement plans, on-site education meetings, estate planning, retirement planning, and third-party portfolio consulting.

 
Calculators

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Lease Payment

How much would your monthly lease payment be?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

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Newsletters

HOT TOPIC: Understanding the Three New U.S. Trade Agreements

Congress recently approved trade agreements with South Korea, Columbia, and Panama. They are the first U.S. trade agreements in four years. This article examines the pros and cons of the agreements and how they may stimulate the U.S. economy.

Tax Changes for 2012

Mandatory annual inflation adjustments generally affect federal income tax brackets, retirement plan contribution limits, and estate tax exemption levels. Here are some of the major changes that could affect readers in 2012, with a table showing 2012 income thresholds for the six federal income tax brackets.

HOT TOPIC: Could High Oil and Gas Prices Derail the Recovery?

Gas prices began the year higher than normal and increased sharply. The forecast is for prices to rise to record highs by summer. But it’s not just drivers who are feeling pain at the pump. This article will explain some possible reasons why gas prices have been rising and discuss the potential implications for consumers, businesses, and the broader U.S. economy.

When Key Players Can't Work

If a company is a two-owner business or its success relies on a few key players, key-person life or disability insurance could possibly offset the risk that the premature disability or death of a major contributor could ruin its future prospects.

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