Thoughts on recent market volatility February 14, 2018 Gabe Lembeck, CFA Director of Research, Balentine 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, […]
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.”
What private capital market opportunities exist today for entrepreneurs and investors in the Southeast?
More than 145 million people may be impacted by the Equifax security breach, including five million Georgians and five million North Carolinians. Balentine shares five steps every person should take, as well as three questions to ask any potential advisor or partner.
Exchange-traded fund (ETF) assets have grown rapidly from $100 billion in the early 1990s to almost $3 trillion today. Such is their popularity that some worry that they are entering bubble territory.
This summer, Balentine became GIPS® compliant. While GIPS is common practice in the institutional world, only 1% of wealth management firms can make this claim.
Find out why Balentine typically choose to be passive in efficient asset classes, and how we decide whether active management may be more appropriate.
There are several steps we suggest newly liquid entrepreneurs take to address their most immediate financial needs following a liquidity event.