Don’t Let “Buy and Hold” Leave You in the Cold

Balentine’s Director of Institutional Relationships and Chief Investment Officer explain the benefits of a Global Asset Allocation (GAA) strategy in the article “Don’t Let Buy and Hold Leave You in the Cold.”

Money and Marriage

Marriage and money—two things that, on their own, are complicated enough. When put together, well, that’s when things get really interesting! We share five suggestions for couples who are struggling with money issues in their marriage.

3,000 Days In, Bull Market Aging Gracefully

Global stock markets posted strong gains during the third quarter, which is often a seasonally weak period for risk assets. During a steady onslaught of new record highs for this bull market, the emotional temptation to sell and take profits has become ever more pronounced.

Fallout from the Equifax Security Breach

More than 145 million people may be impacted by the Equifax security breach, including five million Georgians and five million North Carolinians. Balentine shares five steps every person should take, as well as three questions to ask any potential advisor or partner.

Trump Tax Reform Kickoff

Has Tax Reform Finally Arrived?

Rather than making piecemeal changes to the tax code, the Trump Administration would like to enact comprehensive tax reform, addressing the complexities and inefficiencies of the entire tax system.

Financial Planning

Financial Planning at Balentine

Life isn’t static, and your financial plan shouldn’t be, either. For this reason, Balentine has partnered with eMoney and Riskalyze, two of the industry’s leading financial planning tools.