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Video Recording: Adrian Cronje's 2020 CEO Strategy Summit Speech
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Balentine CEO Adrian Cronje, Ph.D., CFA, spoke to attendees of the January 2020 CEO Strategy Summit, hosted by Nelson Mullins Atlanta. In addition to providing attendees with a reliable mechanism for determining how the November presidential election may play out, Adrian shared his insights into two economic wildcards—trade and Federal Reserve policy—and the role they'll play in determining what's in store for the economy and capital markets in 2020. A copy of the presentation Adrian references in his speech is available here.
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The Tax-Aware Investor
For investors who pay taxes on their gains, how you manage your tax bill can matter just as much as how your investments perform. Explore these four tools of tax-aware investing and how using the right one at the right time can help you keep more of what you’ve built.
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.
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