Just as a rising tide lifts all boats, you don’t really learn whether successes are attributable to good fortune or skill until the spaghetti hits the fan. Taking inspiration from a book he recently read, Relationship Manager John Maddison, CFA, CFP®, shares the biggest personal finance blunders he’s made—each of which he uncovered in the wake of Lehman’s collapse—and how they have been instrumental in shaping his investment philosophy.
The investment business will teach you nothing if not humility, and that was particularly true during the Great Financial Crisis. Though the stock market has soared to record heights in the ten years since Lehman’s collapse, it is important not to forget the powerful lessons of that time. Chief Executive Officer Adrian Cronje, Ph.D., CFA, explores five key takeaways for investors, including the importance of liquidity management and the limits of traditional diversification.
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.”
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,” 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.
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.
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.
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.
Balentine’s Director of Institutional Relationships and Chief Investment Officer explain the benefits of a Global Asset Allocation (GAA) strategy in the article “Don’t Let Buy and Hold Leave You in the Cold.”