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.
Balentine has always believed in giving back to the communities through which we earn our living. Today, every member of our team is engaged with the community.
If one were to categorize life at Balentine, he or she might say that we work hard for our clients, stay engaged in our industry, and manage to have a little bit of fun, too! Balentine employees are highly involved in industry and peer-group organizations. Speaking engagements range from Head of Relationship Management Brittain Prigge’s […]
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.
August 8, 2017 — Keep calm and carry on. This is the message investors are sending after stock markets posted strong gains for the first six months of the year.
June 28, 2017 — For new college graduates immediately entering the workforce, these tips will help ensure that you establish smart money habits which will benefit you for years to come.
June 26, 2017 — Find out why Balentine typically choose to be passive in efficient asset classes, and how we decide whether active management may be more appropriate.
June 15, 2017 — Populism and Washington dysfunction are two key risks for markets in 2017, and last week was an important one for both.
June 14, 2017 — This week, the Federal Reserve voted to increase interest rates by another 25 basis points, marking the second of three forecasted rate hikes in 2017.
May 30, 2017 — There are several steps we suggest newly liquid entrepreneurs take to address their most immediate financial needs following a liquidity event.