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Balentine experts offer their authentic take on the latest financial topics, including our exclusive market publications, news, community events, and more. Select the topics that interest you, or browse our full collection of resources from trusted thought leaders.

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Insights

Let Balentine be your guide on your wealth management journey.

Balentine experts offer their authentic take on the latest financial topics, including our exclusive market publications, news, community events, and more. Select the topics that interest you, or browse our full collection of resources from trusted thought leaders.

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Featured

Our best thinking on what's happening in the economy and markets and why it matters to investors.

Every quarter, we provide our best thinking on what's happening in the economy and markets and why it matters to investors. Every year, we share seven-year projections that form the basis of strategies we design to help clients achieve their goals.
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Business advisory
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Legacy
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Private capital
Private capital
Investments
5 min read

Why Private Capital?

For families of significant wealth with portfolios concentrated in public markets, private markets provide potential opportunities for excess return and diversification. Read more in Article 1 of our Private Capital Guide.
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Press
5 min read

Adrian Cronje is one of Barron's Top 100 Independent Advisors

Barron's annual ranking seeks to shine a spotlight on the nation's best wealth managers and raise standards in the industry.
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Legacy
5 min read

How Can You Avoid the Shirtsleeves-to-Shirtsleeves Phenomenon?

Wealth created by one generation is often lost by the third. In this article for Forbes, Robert Balentine shares how wealth creators can prepare their families for the future, sharing three guiding principles for building a legacy.
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Business advisory
5 min read

What's the Impact of Market Volatility on Your Portfolio?

In this Triangle Business Journal interview, John Maddison shares Balentine's strategy for helping clients navigate today's volatile markets - including why keeping two years of spending needs in cash is a bedrock of client portfolios.
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Planning
5 min read

Preserve Your Wealth

Your tax liability could increase when the 2017 Tax Cuts and Jobs Act expires at the end of 2025. In this webinar, John Maddison joins Doug Neal of Windham Brannon to discuss the intricacies of the gift tax exclusion and provide some estate planning tips.
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Legacy
5 min read

Unlocking Enduring Wealth

Robert Balentine and Adrian Cronje share four insights for CEOs from their book, First Generation Wealth.
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Planning
5 min read

How Do Interest Rates Impact Your Estate Tax Liability?

Our Financial Planning Team shares estate planning strategies to take advantage of high- and low- interest rate environments.
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Planning
Business advisory
5 min read

Knowing Your Competitive Advantage

In this FastCompany article, Adrian Cronje, Ph.D., CFA shares the importance of entrepreneurs creating a competitive advantage to protect their businesses in the short and long-term.
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Global economy and markets
Investments
5 min read

Steady Expansion Without Euphoria

In our latest Quarterly Market & Economic Report, Adrian Cronje, Ph.D., CFA, explains why we believe high market valuations are justified and provides an update on Balentine’s public and private market performance.
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Legacy
5 min read

Are You Ready To Be a Mentor?

If you're past the high growth stage of your career and considering how to expand your role in your company, mentorship can help you develop future leaders. Learn David Damiani's tips for a successful mentorship relationship in this article for Inc.
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Planning
5 min read

Are You Ready for the Expiration of the 2017 Tax Cuts and Jobs Act?

John Maddison shares tips you might use to adjust your estate plan to minimize tax liability in this article for Triangle Business Journal.
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Business advisory
5 min read

How Can Entrepreneurs Eliminate Tax Liability?

In his latest article for Entrepreneur, Mark Bell explains how smart estate tax planning could provide you with a competitive advantage and put an end to the hidden tax liability.
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