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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.
Start with these core pieces to understand how our approach to financial planning, investments, business advisory, and legacy is different.
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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.
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.
Wealth Management Firm Balentine Opens New Raleigh Office
Triangle publication Midtown Magazine featured us in its January/February edition.
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.
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.
Navigating the Uncharted Terrain of 2023
Unraveling Surprises and Shaping Narratives
Robert Balentine Inducted into Barron's Hall of Fame
Robert Balentine joins a select group of independent financial advisors exemplifying long-term success and commitment to clients.
The “Yard Sales” of Private Markets
Why we believe it’s time for a private credit secondaries manager at Balentine.
Patience and Discipline in the Face of Uncertainty
Balentine's Q3 Market and Economic Report discusses our cautious and selective approach in public markets, the opportunity after-tax cash management offers, and the enthusiasm we have for committing to our private capital managers.
Lessons For Wealth Managers From The Great Recession
Robert Balentine reflects on the Great Recession on its 15th anniversary in an article for Forbes.
It’s Fed Week: Another Rate Hike Pause Likely, but Experts Expect Savings Rates to Remain High
Adrian Cronje discusses the Federal Funds Rate in an article for CNET.
Getting Started with 529 Plans
As a new school year starts for kids around the country, the question of how best to fund education is top of mind for parents and family members.
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