Celebrating a 30 Year Legacy
Watch the video below as we look back on 30 years of serving our clients and the community
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.
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.
