Money Compounds, But Trust Compounds Faster

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.

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.

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.