Celebrating a 30 Year Legacy
Watch the video below as we look back on 30 years of serving our clients and the community
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.
Paradigm Shift: Key Themes from Balentine’s 2018 Capital Markets Forecast
Last year we finally saw signs of abatement in the “wall of worry” upon which this bull market was built. However, a shift from skepticism to optimism typically marks the transition from the end of the beginning of a bull market to the beginning of the end. What does that mean for our current bull market?
Despite the Angst, 2017 was a Banner Year for Stock Markets
Despite heightened political dysfunction and geopolitical tensions, 2017 was an incredible year for global stock markets. Balentine Chief Investment Officer Adrian Cronje, Ph.D., CFA, reviews some of the highlights of 2017 and explains what we should expect to see during the remainder of 2018. Spoiler alert: It’s likely to be a bumpy ride!
It’s Time to Go Digital
Dealing with a loved one facing a serious medical problem is incredibly stressful; the last thing anyone wants to do is spend time tracking down legal documents. At Balentine, we believe digital vaults are an attractive option for maintaining important documents, and we help our clients consolidate their important records as part of our financial planning process.
Baby on the Way? Five Questions Every New Parent Should Ask
Having a baby changes everything! As both a father of two little ones and a wealth manager, Relationship Manager Mike Binnicker, CFP has counseled many new parents on how to prepare for the financial aspects of having a baby. Don’t miss his top five financial questions that all expectant/new parents should ask before welcoming baby.
Financial Planning by Decade: Your 40s
Welcome to your 40s! We have great news: you’ve just entered your prime earning years! During this season of your life, it’s important to balance this newfound wealth creation with pragmatic saving for the future. Regardless of where you find yourself financially in your 40s, we have a number of suggestions for how to best position yourself for continued financial success.
Back to the Future?
“Is it time to party like it’s 1986?” That’s the question Balentine CIO Adrian Cronje posed to attendees of the January 2018 CEO Strategy Summit. Listen to his engaging presentation to discern whether tax reform is “junk food” or “nutrition” and learn how to prepare your business accordingly.
Markets take the stairs up and the elevator down
A common saying in finance is that “markets take the stairs up and the elevator down.” After more than 3,000 days of steady stair climbing and very little volatility, that changed violently and suddenly on Friday, February 2, and Monday, February 5, 2018.
Introducing Balentine’s 2018 Capital Markets Forecast
Balentine’s 2018 Capital Markets Forecast is our signature research piece for the new year, serving as the foundation of our investment process and featuring our best thinking on topics ranging from tax reform to cryptocurrencies.
Tax Reform’s Expansion of 529 Plan Benefits
The new federal tax code has expanded the benefits of 529 plans to include K-12 expenses of up to $10,000 per student each year. If you anticipate that your child will attend a private school for his or her K-12 education, you’ll need to adjust your planning accordingly.
