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Balentine has been recognized both locally and nationally for building a culture and workplace designed to provide outstanding service and results for our clients.
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People use many terms to describe divorce: “lovingly separating;” “parting ways while remaining committed co-parents;” and, perhaps most famously, “consciously uncoupling.” In the end, however, it all boils down to the dissolution of marriage, which can be painful, difficult, and even downright nasty. As a wealth manager, President Brittain Prigge, CFA, has walked many clients through this process. In our newest blog post, she shares important considerations for anyone thinking about divorce.
A look at aggregate equity indices reveals the second quarter was, as they say, unexceptional. Though public markets have offered relatively meager returns in 2018, still waters often run deep, as three significant developments took place beneath the surface in Q2. CEO Adrian Cronje, Ph.D., CFA, examines these developments, as well as the greatest risk to markets in the months ahead: potential monetary and trade policy mistakes.
Succession planning helps business owners maximize their company’s value to buyers, minimize taxes and risk to the business, and reduce the burden on family and key employees. Though the benefits are clear, it can be tough to know how to get started. Relationship Manager John Maddison, CFA, CFP®, highlights five initiatives business owners can undergo to ensure they and their businesses—like his alma mater’s storied basketball program—”score big.”
Robert Balentine was selected as one of the Atlanta Business Chronicle’s “Most Admired CEO’s” for 2018. These awards recognize established local leaders who have a strong vision for their companies, have shown commitment to culture in the workplace, and made significant contributions to the metro Atlanta community.
From boardrooms and ballrooms to sleeping on the streets, Balentine employees continue to support our communities by raising funds and awareness, offering expertise in finance and investments, and giving of our time, talents, and energy to the not-for-profit and charitable organizations each of us finds most meaningful. Here’s how Balentine employees have contributed to the greater good over the past year.
Chairman Robert Balentine often reminds us that we spend more time with our colleagues than we do with our families; that’s why, at Balentine, we try to balance working hard for our clients with having fun together. Here are our favorite moments and proudest accomplishments from the past year at Balentine.
“This is my dream job; it’s the culmination of my entire career,” explained Brittain Prigge following her appointment as president of Balentine. In celebration of this achievement, she sat down with us to reflect on her 26 years in the financial services industry. In addition to sharing her favorite memories from the early days of Balentine & Company, she discussed her key areas of focus as president and what fuels her passion for giving back.
On June 1, 2018, Chief Investment Officer Adrian Cronje was named chief executive officer of Balentine. To mark the occasion, he shared his thoughts on a range of issues, including what he’s most excited about in this new role, how he’ll manage Balentine’s continued growth, advice for would-be entrepreneurs, and the biggest threats facing RIAs.
Cybersecurity is a threat that can bring a company to its knees. During the first quarter of 2018, almost 1.4 billion records were exposed in 686 reported security breaches. Chief Financial Officer David Damiani, CFA, explains the measures Balentine has taken to maintain our data integrity, sharing 10 steps all business owners can take to proactively protect client data.
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.
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