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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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Making Sense of Higher Long-Term Rates
5% Treasury yields are back — and investors are treating it like a warning sign. Head of Public Markets Susie Wang makes the case for why it might be the opposite: a healthy return to normal.
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Entrepreneurs Serving Entrepreneurs
This article from Atlanta Business Chronicle spotlights our experienced Business Advisory Team and what sets them apart: they have firsthand perspective. Before advising entrepreneurs, they were lenders, advisors, CEOs and entrepreneurs in their own right, living the same pressures our clients face today. That firsthand perspective shapes every recommendation they make.
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$9bn Atlanta RIA Balentine Buys Business Advisory Firm
In this Citywire article, read more about Tom Matthesen, founder of Valuation Growth Advisory (VGA), and Balentine's Head of Business Advisory.
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