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Balentine's Top 10 Tips for the New Year
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We’ve compiled ten tips for individuals and families to consider discussing with their wealth advisor in 2022. Click below to download as a PDF.
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Browse our collection of resources from trusted thought leaders.
Balentine experts offer their authentic take on the latest financial topics, including our exclusive market publications, news, community events, and more.
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Beyond the Exit: How Opportunity Zones Turn a Tax Bill Into a Long-Term Investment
Opportunity Zones began as a temporary program to push private investment into overlooked communities. After proving their worth, they’ve been made permanent, with some useful updates. For business owners who have recently sold, or are approaching a sale, they deserve a close look.
Investing After the Exit: Why TALS May Be the Right Strategy After Your Business Sale
We believe tax-loss harvesting is a reliable tool for keeping more of what you've earned — but it has a shelf life. Tax-aware long/short (TALS) is designed to pick up where it leaves off.
The Discipline of Authentic Leadership
In his latest article for Fast Company, CEO Adrian Cronje reflects on what it actually takes to stay grounded, and what he learned from watching a fellow leader do it well.
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