Ballast Rock Private Wealth Press
Key stories and press releases related to Ballast Rock Private Wealth.

Financial advisors navigating explosion of actively-managed ETFs
Discover why active and outcome‑oriented ETFs are surging in popularity amid market volatility. Learn from Christian Salomone, CIO at Ballast Rock Private Wealth, about dynamic risk management, thematic hedges, and portfolio integration best practices.

Financial Fact vs Fiction: Why Your 'Magic Number' Isn't Actually Magical
Scott McClatchey is a senior wealth advisor and certified financial planner with Ballast Rock Private Wealth, an SEC-registered investment advisor, joins Kiplinger to explain why Your 'Magic Number' Isn't Actually Magical.

Why investors shouldn't overlook international markets
Jim Carroll, Ballast Rock Private Wealth Senior Wealth Advisor and Portfolio Manager, joins Yahoo Wealth to explain why investors shouldn't overlook international markets.

Investors Unnerved as Israel-Iran Conflict Escalates
Investors Unnerved as Israel-Iran Conflict Escalates
Investors were on edge as Israel and Iran launched fresh attacks on each other on Sunday June 15th. Financial markets reopened on Sunday with crude oil prices initially up near 4% as markets were gripped by the escalating threat of a sweeping conflict in the Middle East. U.S. stock futures opened marginally lower.

BRPW a Finalist in the Wealth Management 2025 Industry Awards (the “Wealthies”)
Ballast Rock Private Wealth (“BRPW”) named as a Finalist in the Wealth Management 2025 Industry Award (the “Wealthies”) for Thought Leader of the Year in the Individual RIA category.

Markets shrug off US appeals court's decision to reinstate tariffs
Markets shrug off US appeals court's decision to reinstate tariffs.
Wall Street closed higher on Thursday May 29th, largely shrugging off a decision by a federal appeals court late Thursday afternoon to reinstate President Donald Trump's tariffs. This came a day after a trade court blocked most of the U.S. president's tariffs going into effect.

Spotlight on Volatility Trading
Dan Ferris and Corey McLaughlin from Stansberry Research talk with Jim Carroll, Senior Wealth Advisor and Portfolio Manager at Ballast Rock Private Wealth about trading volatility.

The Rebirth of the 60/40 Portfolio Has Been Greatly Exaggerated
Christian Salomone, Ballast Rock Wealth CIO, speaks to VettaFi Advisor Perspectives about the 60-40 portfolio allocation model.

Firms Keep Cranking Out Active ETFs
Christian Salomone, Ballast Rock Wealth CIO, speaks to the Daily Upside about new ETF issuances.

Five Estate Planning Steps From a Wealth Adviser to Protect Your Family
Jamie Carroll, Ballast Rock Wealth Advisor, speaks to Kiplinger about Five Estate Planning Steps to Protect Your Family.

How to Invest Your Emergency Fund for Liquidity
Scott McClatchey, Ballast Rock Private Wealth Senior Wealth Advisor, speaks to Investopedia to explore options that balance liquidity with modest returns for individuals’ emergency cash reserves.

Investing: Why the 60/40 portfolio just isn't working right now
Jim Carroll, Ballast Rock Private Wealth Senior Wealth Advisor and Portfolio Manager, joins Yahoo Wealth to explain why the classic 60/40 portfolio allocation may be falling short amid recent bouts of market volatility.

Advisors handicap the brewing battle between Trump and Powell
CIO Christian Salomone speaks to InvestmentNews about how advisors are thinking about the brewing battle between Trump and Powell.

US stocks nosedive as Trump harangues Powell
April 21 (Reuters) - Wall Street stocks skidded on Monday after U.S. President Donald Trump doubled down on attacks against Federal Reserve Chair Jerome Powell, amplifying concerns about the central bank's autonomy and rattling markets.

Advisors discuss the best ways to grow AUM during an economic downturn
COO Dirk Hall speaks to InvestmentNews as a new study shows recessions to be a ripe time to prospect for new clients. Advisors highlight the best ways to add AUM when the economy slows.

Tariffs Are Roiling Markets. Here’s What Financial Advisors Are Telling Clients.
A key gauge of fear remains at elevated levels amid the bumpy rollout of tariffs. Here’s how advisors are helping clients navigate the uncertainty.

Powell says Fed remains in wait-and-see mode; markets processing policy shifts
U.S. Federal Reserve chair Jerome Powell said Wednesday that the Fed would wait for more data on the economy's direction before changing interest rates, and characterized recent market volatility as a logical processing of the Trump administration's dramatic shifts in tariff policy.

Former Schwab advisor joins Charleston RIA Ballast Rock
Ballast Rock Private Wealth, based in Charleston, said Thursday that Troy Davidson joined the firm as an advisor to high net worth and ultra-high net worth clients. Ballast Rock said he managed $480m in assets at Schwab, where he formerly worked as a financial consultant based in Newport Beach, Calif.

Investors in high anxiety mode after painful week
Trillions of dollars in market prices alternately have been wiped off and added back to portfolios, leading to high anxiety among investors and a move by some to dial down risky positions as they wait to see how the Trump administration's policy on tariffs shakes out.

Investors resume flight from US stocks, no respite in sight from tariff chaos
Wall Street's most watched gauge of investor anxiety jumped to a new eight-month high on Monday as U.S. stocks extended their selloff from last week on worries over the fallout from U.S. President Donald Trump's tariff policy.