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.

Will the Falcons, and Market, Rise Up?

As a firm with deep Atlanta roots, we hardly need another reason to cheer for the Falcons in this year’s Super Bowl—but just in case you’re still on the fence, we have one: the Super Bowl Indicator.

Getting Married? Five Financial Considerations Before Saying “I Do”

The holidays are a popular time for couples to get engaged. While nothing is quite as exciting as two people in love, a lot more goes into saying “I do” than flowers and a white dress. Entering into a marriage is a legal process, and it involves the joining of bank accounts, trust accounts, and properties. We offer five things that couples should discuss before their walk down the aisle.

Balentine Ranked Second Among P&I’s 2016 “Best Places to Work in Money Management”

Balentine was recognized as one of the “Best Places to Work in Money Management,” ranking second among firms with fewer than 50 employees. Presented by Pensions & Investments, the global news source of money management, this fifth-annual survey and recognition program was dedicated to identifying and recognizing the best employers in the money management industry. This is the third time that Balentine has been recognized.

2016 US Presidential Election: A Brexit Redux

By any measure, this was an unusual and highly contentious election cycle with more twists and turns than an episode of ABC’s Scandal. And earlier this month, pollsters and media pundits alike were surprised when Donald Trump triumphed in the election. Despite the latest plot twist that Hillary Clinton was backing Green Party Jill Stein’s recount request, it does appear that in 2017, Donald J. Trump will become the 45th President of the United States.