What Business Owners Often Miss Before a Sale

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.

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.

In "Rothko's Red," Knox builds a vivid composition stitch by stitch, allowing each color and shape to guide the next. His approach reflects the patience and discipline we bring to caring for the families we serve. We were proud to celebrate him at the 2026 Atlanta Art Fair.