%20(1).png)
Rethinking those Roth IRA Conversions
.png)
Reuters interviewed Balentine's David Damiani on the reasons for and against Roth IRA conversions in the article, "Rethinking those Roth IRA conversions."
David Damiani, director of risk management at Balentine, an Atlanta-based wealth management firm that has a minimum client net worth requirement of $5 million, said he advised clients against conversions given the vagaries of determining investment performance and the uncertainties of tax law modifications.
Read the full article "Rethinking those Roth IRA Conversions" here.
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.
.png)
Celebrating Art Across Generations
Our Chairman, Robert Balentine, was featured in Cultured magazine, where he shared insights on his family’s collection and the Balentine Prize’s role in championing the next generation of artists.
Caroline Allison Wins The Balentine Prize
With Book of Hours, Caroline transforms Southern skies into timeless art, capturing the spirit of imagination and innovation we celebrate as art lovers and entrepreneurs. We were proud to celebrate with her at the 2025 Atlanta Art Fair.
.jpg)
Art as an Asset
Mark Bell, Ph.D., spoke with the Atlanta Business Chronicle ahead of his Atlanta Art Fair panel on art and finance, noting how collecting can strengthen portfolios while underscoring Atlanta’s growing cultural influence.
%20(1).png)