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As entrepreneurs and executives ourselves, peer groups have been valuable in every way.
The following resources are designed for & by entrepreneurs and executives — our way to give back to the communities such as Vistage, YPO, and Executive Groups.
We believe these materials are a must for business owners and execs like you.
You will — or have — built something bigger than youself, and possibly even bigger than you imagined. But what brings meaning to your wealth? As you’re focused on the details of crafting your dream, it’s paramount to ask yourself: “So what?” Our resources are sure to get you thinking in the right direction.
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We wrote the book on entrepreneurial wealth and legacy.
As an entrepreneur, being immersed in day-to-day business affairs often prevents you from anticipating and preparing for the many forks in the road of your entrepreneurial and life journeys.
First Generation Wealth is designed to help entrepreneurs and business owners learn enduring strategies for building a meaningful and lasting legacy. Authors Robert Balentine and Adrian Cronje, Ph.D., share stories that illuminate guiding principles and provide practical steps entrepreneurs can take to avoid the Shirtsleeves to Shirtsleeves phenomenon.
Capital markets lead the economy, not the other way around.
Balentine has developed and refined a quantitative investment discipline throughout several market cycles that identifies capital market signals useful for anticipating the future. When our four market indicators are “flashing red,” we anticipate a high likelihood of a recession emerging during the next 12-18 months, just as they did in 1991, 2000, and 2007.
Armed with this understanding, we can more accurately identify signs of a coming downturn far enough in advance to meaningfully and impactfully course-correct.
Stock Market
As of early March
Bond Markets
As of early March
Credit Markets
As of early March
Commodities Markets
As of early March
Balentine’s Cardinal Rules of Investing
Just as our capital market indicators are a timeless reminder of how to arm yourself with your own understanding about the future economic outlook, our investing cardinals — founded in the spirit of Vistage legend “Red” Scott’s Business Cardinals — serve to guide wise investing.
Learn more about our most fundamental thinking around investment philosophy, strategy, and implementation — all to preempt the inevitable question of “How should I invest my portfolio today?"
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Capital Markets Forecast
Our Capital Markets Forecast is the foundation of our investment process. This annual research piece contains seven-year projections that form the basis of strategies we design to help you achieve your goals.
The forecast, designed to both manage risk and maximize opportunities, provides the quantitative blueprint for the steps we foresee — at today’s starting point and beyond.
Time in the market or timing the market?
There have been reasons to sell out of the stock market over time; however, those who have stayed invested would have been rewarded with a 5.9% annualized price return and 6.7% annualized total return* on their investment since 1928.
See the attached graph that depicts over 100 times an event in history gave investors worry, yet overall the S&P 500 trends upward over time.
*price return plus dividends
Browse our collection of entrepreneurial resources.
Balentine experts offer their authentic take on the latest financial topics, from markets to the economy and even business advisory.
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Ready to sell your business?
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7 Lessons for Starting or Scaling a Business
How Are Investors Impacted by Market Volatility?
Will Your Wealth Stand the Test of Time?
Ready to sell your business?
7 Lessons for Starting or Scaling a Business
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