Federal Reserve interest rate path and investor portfolios.
Federal Reserve interest rate path and investor portfolios. ARTICLE SUMMARY Senior Wealth Advisor and Portfolio Manager Jim Carroll recently spoke with Chris Latham about the Federal Reserve’s latest interest rate decision. Jim explained why the Fed funds rate is just one (albeit important) piece of the puzzle and how equity and bond markets may react […]
Investors Unnerved as Israel-Iran Conflict Escalates
Investors Unnerved as Israel-Iran Conflict Escalates ARTICLE SUMMARY Jim Carroll, Senior Wealth Advisor and Portfolio Manager for Ballast Rock Private Wealth spoke with Reuters about the market impacts of the escalating conflict between Israel and Iran: ““It’s more of an oil story than an equity story at this point,” said Jim Carroll, senior wealth […]
BRPW a Finalist in the Wealth Management 2025 Industry Awards (the “Wealthies”)
BRPW a Finalist in the Wealth Management 2025 Industry Awards (the “Wealthies”) Ballast Rock Private Wealth (“BRPW”) is proud to announce that it has been named as a finalist in the Wealth Management 2025 Industry Awards (the “Wealthies”) for Thought Leader of the Year in the Individual RIA category. The recognition centers on the work […]
Firms Keep Cranking Out Active ETFs
Firms Keep Cranking Out Active ETFs ARTICLE SUMMARY The Daily Upside speak to Christian Salomone, CIO of Ballast Rock Private Wealth: “We’ve been particularly excited by the innovation in options-based strategies like buffered and target income ETFs, which serve as powerful tools to help shield investors from market volatility.” “During periods of extreme stress, like […]
The Rebirth of the 60/40 Portfolio Has Been Greatly Exaggerated
The Rebirth of the 60/40 Portfolio Has Been Greatly Exaggerated ARTICLE SUMMARY The VettaFi Advisor Perspectives speak to Christian Salomone, CIO of Ballast Rock Private Wealth: The traditional 60/40 portfolio (60% equities, 40% bonds) has underperformed in recent years, returning just 2% annually over the past three and a half years, with both stocks and […]
Investing: Why the 60/40 portfolio just isn’t working right now
Investing: Why the 60/40 portfolio just isn’t working right now ARTICLE SUMMARY The traditional 60/40 portfolio allocation is struggling in current market conditions similar to 2022, with Jim Carroll stating, “We have not believed the 60/40 was the right strategic asset allocation for a long time. There’s a lot more available than simple stocks and […]
Markets shrug off US appeals court’s decision to reinstate tariffs
Markets shrug off US appeals court’s decision to reinstate tariffs ARTICLE SUMMARY Jim Carroll, Senior Wealth Advisor and Portfolio Manager for Ballast Rock Private Wealth spoke with Reuters about the market impacts of the continually evolving landscape for tariffs: “It’s just impossible to decipher all of these shenanigans. You really either need to be a […]
Why investors shouldn’t overlook international markets
Why investors shouldn’t overlook international markets ARTICLE SUMMARY 1. International markets are outperforming after years of neglect – US investors have focused domestically for the past decade, but international equities in Europe, Asia, and Latin America are now showing strong performance that’s been overlooked. 2. Broad-based international outperformance is emerging – Jim Carroll notes positive performance […]
Financial Fact vs Fiction: Why Your ‘Magic Number’ Isn’t Actually Magical
Financial Fact vs Fiction: Why Your ‘Magic Number’ Isn’t Actually Magical ARTICLE SUMMARY 1. Diversification Myth: Investing in broad market indexes like the S&P 500 isn’t true diversification — these are heavily weighted toward a few large tech stocks. Investors need to consider both concentration and participation and may want to explore equal-weighted or factor-based […]
Financial advisors navigating explosion of actively-managed ETFs
Financial advisors navigating explosion of actively-managed ETFs ARTICLE SUMMARY 1. Surge in active ETF offerings and inflows Active ETFs now represent roughly 51% of the almost 4,300 U.S.-listed ETFs—up from 23% in 2020—and have more than doubled in number over the past five years. Despite accounting for just 10% of total ETF assets, they have captured […]