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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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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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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
Global economy and markets
Institutional
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Legacy
Planning
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Private capital
Business advisory
5 min read

It Doesn’t Have to Be Lonely at the Top

Robert Balentine discusses why he believes joining a peer network is the best way to prevent the isolation that comes with leadership in an article for Forbes.
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Press
5 min read

Balentine Names Liz Thomas Head of Marketing

Amid rapid growth, Liz will ensure the firm’s core values stay at the forefront of communications, public relations, and online presence.
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5 min read

David Damiani is one of Atlanta’s CFOs of the Year

The Atlanta Business Chronicle honored David Damiani with a CFO of the Year Award.
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Investments
Global economy and markets
5 min read

Small Stocks Lead Gains, Defying Rising Interest Rates

In an article for the International Business Times, Chief Investment Officer David Damiani explains why stock prices can remain stable or rise in a high interest environment.
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Planning
Business advisory
5 min read

4 Opportunities for Founders to Align Business and Personal Planning

John Maddison identifies opportunities to align business and personal financial planning in an article for Triangle Business Journal.
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Legacy
5 min read

Navigate Succession By Preparing The Next Generation

In a Forbes article, Chairman Robert Balentine discusses how to equip your successors to carry your legacy into the future.
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Global economy and markets
Investments
5 min read

Mission Accomplished?

In our Quarterly Market & Economic Report, we share why we believe it's too early for the Fed to declare victory in its campaign to raise interest rates and discuss our public and private market performance.
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Press
5 min read

Wealth Management Firm Balentine Opens New Raleigh Office

Triangle publication Midtown Magazine featured us in its January/February edition.
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Business advisory
5 min read

Why Scaling a Service Business Is All About Communication

In an article for FastCompany, Adrian Cronje shares the importance of effective communication when the plan is to scale your business.
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Global economy and markets
Investments
Private capital
5 min read

Balancing Act: Risk and Return in a New Regime

Our annual Capital Markets Forecast draws from our research to identify realistic market expectations over the next year and align them with opportunities we foresee to achieve portfolio goals.
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5 min read

Balentine's Year In Review 2023

The Balentine Way has become a part of the fabric of our firm as you can see in our Year in Review 2023 piece.
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Global economy and markets
5 min read

Navigating the Uncharted Terrain of 2023

Unraveling Surprises and Shaping Narratives
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