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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.
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.
“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.
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.
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.
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.
With lower investment returns anticipated in the future combined with longer life expectancies, it is critical that your retirement portfolio provide the necessary spending for your entire lifetime.
Typically, New Year’s brings with it the traditions of setting resolutions and goals. In the investment and wealth management world, it is also a time of forecasting what the coming year will bring.
This has been a year of intense media coverage, most of which has been predictably negative, yet the U.S. stock market is poised to produce double-digit gains. Why is that? Relationship Manager Bradley Martin shares his experience as a former TV news producer.
Balentine frequently receives questions about how to prepare second and third generations for the wealth they will one day inherit. As the season of giving is upon us, we share our most popular suggestions for how to engage your children in philanthropy throughout their lives.
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