Young Family with Baby Girl

Financial Planning by Decade: Your 30’s — Spouses and houses, and kids, oh my!

Your twenties were a time of major life changes—you may have graduated college, moved to a new city, secured your first full-time job, started graduate school, etc. Just when you became accustomed to your new lifestyle, bam! Your thirties happen. Whether you’re looking for advice on how to adapt to the new financial circumstances of your thirties, or starting from scratch, there are a number of actions that you can take to enhance your financial outlook.

The World Spins Madly On: Why geopolitics matter for investors

International relations are a tangled web of foreign policy, international integration, economics, politics, trade, geography, diplomacy, culture, religion, and military dealings. Predictions as to how things may play out over the near term are therefore fraught with uncertainty. However, we have identified seven key themes that are likely to generate risks and opportunities for investors in the coming months.

Various Social Media Icons

The New Normal: Teens & Social Media — How to Keep Your Children and Grandchildren Safe in an Age of Oversharing

We live in a digital world, sharing only the best pieces of our lives with our scores of followers. Many Gen Z-ers—those born in the mid-90s or later—live in a world in which they are often alone with only their devices, yet entirely devoid of privacy. This notion of living completely in the open flies in the face of many ultra-wealthy families who prefer to live under the radar.

Maximizing the Impact of your Charitable Giving

Balentine has had the pleasure of working with many philanthropically oriented clients, all of whom have accomplished their charitable giving in myriad ways, including direct gifts, donor advised funds (DAF), private foundations, and charitable trusts. Naturally, each charitable giving vehicle comes with its own set of advantages and disadvantages. As such, before structuring a gift, it is necessary to consider what’s most important given one’s specific situation and goals.

Key Themes for 2017: What to Expect in the Year Ahead

As 2017 dawned, there was a stark contrast from the environment the world experienced one year before. Given 2016’s sharp turns in both the financial markets and the political cycle, we believe the world is on the cusp of some important changes. Globally, we see three prominent transitions that began in 2016 and will likely accelerate in 2017.

Successfully Navigate Tax Season with these Six Tips

With football season over (though many Atlantans are still mourning the outcome) and March Madness cranking up later this month, we seem to be in a bit of a lull. Though it did not arrive with quite as much fanfare as the others, we are in the midst of another season—tax season.

Financial Planning by Decade: Your 20’s

After two decades of relying almost exclusively on your parents to foot your bills, you may either embrace your 20s as a time for welcomed financial independence, or live in fear knowing that the buck truly does stop with you. Regardless of on which side you find yourself, there are a number of steps that you can proactively take to help set yourself up for financial success, both now and in the future.

2016: A Year that Began with a Whimper and Ended with A Roar

This is how future market historians may describe 2016. After global stocks posted their worst-ever start to a year, evidence emerged that the global economy would avoid a major slowdown. As a result, global stock markets recovered. By mid-summer, bond yields also began to rise from all-time lows, and we questioned whether and how stock markets could make further gains.