I Do… Want a Prenup

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 2.0

“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.

Markets take the stairs up and the elevator down

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.

Fallout from the Equifax Security Breach

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.

The Fundamental Things Apply

As we look to 2014, many are reflecting on a very strong year for domestic stock markets. However, a key component that is missed by many investors and the media alike is the failure to appreciate how much (or rather how little) of that rally has been justified by an improvement in underlying fundamentals. As […]

Bridging the Gap: A Tactical Rebalancing Act

Portfolio rebalancing is the process of bringing a portfolio that has deviated from a target allocation back in line. The prevailing notion for much of the investment industry has been to set and then forget an investment portfolio and only rebalance on a regularly scheduled basis, either monthly quarterly or in some cases yearly. Despite the fact that this has long been the industry standard, in the current low-return environment, this “set it and forget it,” autopilot strategy simply is not good enough.

Drought May Buoy Advisers’ Portfolios

“As long-term investors, it is very difficult to play short-term events, and it is difficult to say how far-reaching the drought’s impact will be,” said David Damiani, director of risk management at Balentine LLC, an Atlanta-based registered investment adviser overseeing $1.5 billion.

The Case for Cash

At Balentine we have long extolled the importance of keeping a strategic liquid reserve (Cash) in investment portfolios. This idea of a risk first approach to investment with an emphasis on immunizing spending needs is gaining in popularity in our industry. To that end, CFA Institute Magazine recently published “The Case for Cash,” written by David Damiani, Balentine’s Director of Risk Management in its Viewpoint column.

How the Euro Affects Your Investments

Alan McKnight, the director of global investment strategy at Balentine, said taking on currency exposure adds the risk that movements in the currency can influence the overall value of the asset regardless of the underlying characteristics of the asset.