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.
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.
One of Balentine’s main goals is to help our clients simplify their lives. So we’ve come up a list of five questions you can ask any potential advisor in order to sniff out potential or hidden conflicts of interest.
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.
Balentine maintains an emphasis on continuing education, and employees are highly involved in industry and peer-group organizations.
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.
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.
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.
Find out why Balentine typically choose to be passive in efficient asset classes, and how we decide whether active management may be more appropriate.