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Thought Leader Robert Balentine on the Art and Science of Investing
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"When I founded the company in fall of 1987, I wanted to move away from a commission based structure, mainly because I felt there was a real conflict of interest when stockbrokers sold stocks and investment vehicles that they could make commissions on," Balentine CEO Robert Balentine shared with JustLuxe. I wanted our investment firm to be more centered on the client needs than on the salesperson's bottom line."
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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.
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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.
The Discipline of Authentic Leadership
In his latest article for Fast Company, CEO Adrian Cronje reflects on what it actually takes to stay grounded, and what he learned from watching a fellow leader do it well.
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