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Insights
Let Balentine be your guide on your wealth management journey.
Balentine experts offer their authentic take on the latest financial topics, including our exclusive market publications, news, community events, and more. Select the topics that interest you, or browse our full collection of resources from trusted thought leaders.
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A Path to Normalcy
Each quarter, our Investment Strategy Team reflects on what's happened in the economy and markets, shares what we're paying attention to for the quarter ahead, and gives our take on why it matters to investors. In Q3, we believe markets are finally headed back to normal after several unusual years post-pandemic. Read more in our Market & Economic Report.
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A Path to Normalcy
Each quarter, our Investment Strategy Team reflects on what's happened in the economy and markets, shares what we're paying attention to for the quarter ahead, and gives our take on why it matters to investors. In Q3, we believe markets are finally headed back to normal after several unusual years post-pandemic. Read more in our Market & Economic Report.
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How Can Getting Clear On Your Purpose Improve Your Company?
Adrian Cronje defines purpose as a deep sense of motivation and appreciation for your work. In his latest article for FastCompany, he shares that clarifying your purpose and sharing it with your team can sharpen your company’s vision and strategy and strengthen relationships with clients and employees.
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Five Ways to Stay Grounded During Election Season
Though it can be tempting to try to anticipate the impact of elections on your investment portfolio, we believe the election will have a limited impact on the stock market 12 months from now. In this article for Inc., David Damiani explains why - and offers five tips for keeping a cool head and a steady hand.
How Do We Balance Private Capital Investments in Client Portfolios?
Our Core-Moon-Satellite approach combines broad market exposure with focused and concentrated investments, helping drive growth while preserving wealth. Read more in Article 3 of our Private Capital Guide.
How Can You Build Your Private Capital Portfolio To Grow Wealth for Generations?
To create custom portfolios for our clients, we utilize a data-driven strategy blending diversification with long-term themes. Within this strategy, we select what we believe to be high-performing assets and work with expert managers. Learn how this approach could help preserve and grow wealth in Article 2 of our Private Capital Guide.
Why Private Capital?
For families of significant wealth with portfolios concentrated in public markets, private markets provide potential opportunities for excess return and diversification. Read more in Article 1 of our Private Capital Guide.
How Can You Make Family Business Transitions Harmonious?
The same principles you used to develop a competitive advantage in your business can be applied to your family to preserve harmony and successfully transition ownership of your company. Learn more in Mark Bell’s latest article for Entrepreneur.
Adrian Cronje is one of Barron's Top 100 Independent Advisors
Barron's annual ranking seeks to shine a spotlight on the nation's best wealth managers and raise standards in the industry.
How Can You Avoid the Shirtsleeves-to-Shirtsleeves Phenomenon?
Wealth created by one generation is often lost by the third. In this article for Forbes, Robert Balentine shares how wealth creators can prepare their families for the future, sharing three guiding principles for building a legacy.
How will you impact your community?
Our Charitable Giving Guide helps you explore the best options for your goals and ensure your giving aligns with your overall strategy, no matter where you are in your philanthropic journey.
What's the Impact of Market Volatility on Your Portfolio?
In this Triangle Business Journal interview, John Maddison shares Balentine's strategy for helping clients navigate today's volatile markets - including why keeping two years of spending needs in cash is a bedrock of client portfolios.
Unlocking Enduring Wealth
Robert Balentine and Adrian Cronje share four insights for CEOs from their book, First Generation Wealth.
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