Celebrating a 30 Year Legacy
Watch the video below as we look back on 30 years of serving our clients and the community
A Proactive Approach to Cybersecurity
During the first quarter of 2018, almost 1.4 billion records were exposed in 686 reported security breaches. Balentine has taken many proactive measures to maintain our data integrity now and in the future. Chief Financial Officer David Damiani, CFA shares a list of 10 steps business owners should consider implementing to protect their clients’ data.
Media Coverage and the Investment Cycle
Investors are inundated with more media coverage of the capital markets than ever before. Unfortunately, the vast majority of it is irrelevant. The most common phenomenon is popularly dubbed the “magazine cover curse.” Director of Research Gabe Lembeck, CFA contextualizes specific examples of this phenomenon and explains how Balentine uses scientific, quantitative models to cut through the noise.
Blockchain and Cryptocurrencies
Have you heard a lot about Bitcoin and other cryptocurrencies? Are you unsure what role, if any, they should play in your investment strategy? Balentine’s Investment Strategy Team reviews where cryptocurrencies fit within the investment universe and explains why we caution against investing in them for the foreseeable future.
If I Knew Then What I Know Now
Remember the naive financial decisions you made right out of college? Balentine Relationship Manager John Maddison does, too. In a new blog post, John shares how he would have handled his first “real world” paycheck differently.
I Do… Want a Prenup
Though Prince Harry and Meghan Markle may have opted not to sign a prenuptial agreement ahead of their wedding, in this blog post Head of Relationship Management Brittain Prigge, CFA, explains what’s at stake without one and urges all engaged couples to begin discussing finances well ahead of their wedding ceremonies.
No Hot Tips 2.0
“No hot tips,” Balentine & Company proclaimed tongue-in-cheek in an ad for the Atlanta Steeplechase in the mid-1990s. A lot has happened in those 20+ years—markets have fallen precipitously and roared back thrice over—but the mantra still holds true. In a new blog post, Relationship Manager Mike Binnicker, CFP® shares what we’ve learned since then and how we can apply those lessons going forward.
Discipline and Selectivity Rule When Economic Output Supersedes Market Returns
All good things must come to an end. The unusually long period of calm which presided over stock markets came to a screeching halt in late January with a sharp correction of nearly 10%. Investors finally conceded the “goldilocks” (not too hot, not too cold!) economic environment could not continue indefinitely.
Do you have unclaimed property?
It’s not too often that we get to tell clients we found them money. While Relationship Manager John Maddison, CFA, CFP® can’t promise that all our clients are due anything, he does have some information about where to search (and it’s much easier than boarding a ship with an “’X’ marks the spot” map).
What’s the #1 way to become a millionaire?
Avoid lifestyle creep. Well, that’s according to the book, “The Millionaire Next Door.” Though the idea of $1 million once evoked great wealth and riches, conventional wisdom today suggests that the average person needs at least that much saved to retire. However, according to a recent CareerBuilder.com survey, 78% of American workers live paycheck to paycheck.
A Primer on Environmental, Social and Governance (ESG) Investing
Balentine’s Investment Strategy Team provides an overview of environmental, social and governance (ESG) investing, including the drivers of ESG demand, fiduciary duty and the investment consequences of ESG integration, as well as Balentine’s plans as it relates to ESG implementation.
