Exchange-traded fund (ETF) assets have grown rapidly from $100 billion in the early 1990s to almost $3 trillion today. Such is their popularity that some worry that they are entering bubble territory.
This summer, Balentine became GIPS® compliant. While GIPS is common practice in the institutional world, only 1% of wealth management firms can make this claim.
Find out why Balentine typically choose to be passive in efficient asset classes, and how we decide whether active management may be more appropriate.
There are several steps we suggest newly liquid entrepreneurs take to address their most immediate financial needs following a liquidity event.
May 10, 2017 — We bring the infamous “active vs. passive” debate to rush-hour traffic.
Making a charitable donation? Don’t miss these four tips for getting the most from your gift.
The New Year is a natural time to reflect and determine how to make the next year even better. You may even choose to make—dare we say it?—a resolution or two.
Before reaching for your checkbook or hitting that “support” button on an email, consider these tax-efficient ways to support charities.
The second quarter of 2016 ended with a bang, as the United Kingdom voted to leave (“Brexit”) the European Union on June 23. This marked the second time in six months that global stock markets experienced severe stress, following the worst January in recorded history.
A key theme in Balentine’s 2016 Capital Markets Forecast is that public market returns face strong headwinds going forward. Valuations in equities and bonds are near all-time highs which create difficulties for clients who seek real return. It is therefore Balentine’s job to bridge this gap, taking intentional risks in portfolios to smartly increase the expected return for clients. One way Balentine aims to achieve this is through a diverse allocation to private capital.