Insights

Market & Planning Outlook

By
No items found.
Adrian Cronje
November 5, 2020
Share this post

As of November 5th, the day following the president election, the results have yet to be confirmed. CEO Adrian Cronje, Ph.D, hosts a discussion around initial reaction to the presidential election. Our panel, which brings together complementary vantage points, includes:

Adrian Cronje, Ph.D., CFA | CEO & CIO
Gabe Lembeck, CFA | Director of Research
John Maddison, CFA, CFP® | Head of Financial Planning

Hear their initial reaction and perspective around investment strategy, goal setting and financial planning during this election gridlock.

At Balentine, we’re committed to not only helping clients through these times, but also acting as a convener and aggregator, addressing the most pressing concerns. Stay tuned for another update once the presidential results have been finalized.

No items found.

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.

Eyes On The Road

Last quarter, stocks gained 2.3% while bonds lost 3.5%, their steepest drop since 2022. Wising yields, $90 oil and record U.S. debt, many investors are bracing for trouble. In our Quarterly Market and Economic Report, CIO David Damiani, CFA explains why our model is telling us to stay invested — and what could change our view.

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.

What Business Owners Often Miss Before a Sale

In this Entrepreneur article, Mark Bell, Ph.D., explains how capital, people, earnings and succession are closely linked. He makes the case for examining all four areas early, while business owners still have time to strengthen the business on their own terms.