Balentine is proud to announce that John Maddison has been re-elected as President of the CFA Society North Carolina.
Balentine is pleased to announce that it has been named one of the Financial Times 300 Top Registered Investment Advisers, as of June 18, 2015. The list recognizes top independent RIA firms from across the U.S. This is the second consecutive year that Balentine has been named a top RIA by the Financial Times.
Balentine’s Head of Relationship Management, Brittain Prigge, was quoted in the newly released book The Unexpected by Dustin S. Klein.
Balentine announces its fifth annual summer reading list.
Balentine Chief Investment Officer Adrian Cronje was quoted in the Wall Street Journal for its article “How to Jump into the Foreign Rally.”
It is difficult, if not impossible, to properly manage your investments alone.
Over the course of five Market Notebook entries, we explain what our top five takeaways were from The One Page Financial Plan and our subsequent conversation with Richards.
In The One Page Financial Plan, Richards tells one painful case where a client realized that her globetrotting travel goals were simply unattainable. It was a hard part of the book to read but an important one, for it is indicative of real life. After all disappointment comes when there is a gap between expectations and the reality of the situation.
The second key takeaway is that awareness is key. As humans, we like to avoid pain. A great example is budgeting. Budgeting to many is a scary word: something that, if applied “will hold us from buying what we want” and that make us “feel guilty about paying for the things we need.” In reality, however, a budget should be used as a tool for awareness.
When it comes to money and investing, the questions people ask themselves typically involve the usual suspects: When? Where? How? How much? In The One Page Financial Plan, Richards turns this on its head by asking the question “Why”. Why is money important to you?