Broker Check
The Cycle of Investing



Understanding Today’s Financial Environment

Welcome! I’m Eric S. Ball, a CERTIFIED FINANCIAL PLANNERTM with Ball Wealth Management in Porterville, CA. I understand the challenges and complexities that people face in their financial lives.  My goal is to help take the mystery out of the world of finance and assist you in coordinating your finances in order to pursue and enjoy financial freedom. Whether you are investing for retirement, college savings, insurance or estate planning, or just need to ask a question, my firm Ball Wealth Management, offers personalized service which focuses on your needs, wants, and financial goals and objectives.

With over 30 years of experience in financial services, I can help you address your needs of today and for many years to come. My staff and I look forward to working with you through all stages of your life.  Our website has tools and resources to help you get started. Please contact me at (559) 784-0957 or at eric.s.ball@lpl.com to schedule a complimentary initial consultation.

I look forward to meeting you. 

"Thank God I Paid  For the Rolls! "

The stock market crash of 2008 was the ultimate "Failure to Proceed" and caused panic and anxiety.  With real life stories and experiences, and a wry sense of humor, Eric Ball wrote "Thank God I Paid Cash For The Rolls!" to offer a unique perspective on the financial crises and provide insights, concepts and strategies to help you both survive and thrive in an uncertain world.  No matter what the future holds, the principles explored in Eric's book will be valuable for your financial planning. 

With so many books on financial planning in the market, why would you choose “Thank God I Paid For The Rolls!”   Because it makes sense!!  Eric’s extensive years of experience, trials and tribulations as a Financial Planner along with his personal experiences has made him highly regarded in his field.   

With Eric's book, you will gain knowledge of:

  • Developing a long-term perspective in a short term minded world.
  • You will gain from the experiences of people who have faced financial crises in the past and how they address the challenges.
  • Ideas for setting financial goals and practical steps to implement them.
  • Strategies to coordinate your investment and retirement plans.
  • Practical steps to manage, reduce and eliminate debt.
  • Practical ideas for both the beginner and the seasoned investor.

The stories, ideas and concepts in this book make it the perfect foundation for a high school or college graduate.  This is a perfect gift for anyone wanting to expand their financial horizon.

To get a copy of Eric' book, simply CLICK BELOW, or better yet, call our office at (559) 784-0957 and Eric will send you an autographed copy.

Click Here

Helpful Content

Understanding the Basics of Medigap Policies

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

Bull and Bear Go To Market

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!

Errors and Omissions Insurance

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

 

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

Managing an Inheritance

A windfall from a loved one can be both rewarding and complicated.

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Money Draining Food Myths

These food myths will really put a drain on your wallet.

Questions to Ask About Medicare

Take the guesswork out of your IEP or SEP with this helpful article.

It Was the Best of Times, It Was the Worst of Times

Learn about key investment principles that will help you navigate the unpredictability of the financial markets.

View all articles arrow

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

How Long Will My Savings Last If I Become Disabled?

See how long your current savings might last if a disability interrupted your income.

Social Security Tax Estimator

Estimate how much of your Social Security benefit may be subject to federal income tax.

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

View all calculators arrow

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Forecast

This short video helps explain why markets can be as unpredictable as the weather.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

View all videos arrow