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.

Mind the Curb: Upcoming Test For Private Markets

Ben Webb, CFA, Balentine’s Head of Private Markets, takes a measured look at the looming wave of private credit maturities and what it means for investors. He shares why disciplined portfolio construction matters most when parts of the market come under strain.

Money Compounds, But Trust Compounds Faster

Drawing on his decades of experience guiding entrepreneurs, Robert Balentine shares practical habits for building a legacy that holds up across generations. In this Forbes article, he explains why the family businesses that last are often led by people who treat trust as part of what they will hand down.

Helping Entrepreneurs Plan Beyond the Portfolio

In this interview with Invest:, John Maddison, CFA, CFP®, discusses how entrepreneurs are expecting more from their wealth advisors than investment management alone. He shares how Balentine is meeting those needs through independent business advisory, private markets expertise, and family and legacy services that help clients pass down their values along with their wealth.