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.

5 Key Questions To Simplify the Complexity of Your Business Transition

Family & Legacy Guide

15 “Cardinal Rules” for Entrepreneurs and Business Owners

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

Charitable Giving Guide

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Business advisory

Global economy and markets

College Healthcare Considerations

As your student settles into their new routine this fall, we encourage you to turn your attention to emergency medical planning and health insurance.

Top of Mind - September

Our Wealth Management Team’s Monthly Update

Small businesses: Build a lasting legacy with intentional leadership

John Maddison shares three takeaways for success and staying power in this article for the Triangle Business Journal's Leadership Trust.

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Market Commentary: September 2023

Despite higher interest rates and a shrinking Fed balance sheet, a recession has not occurred We discuss why – and explore why it still might.

Adrian Cronje is one of Atlanta's Most Admired CEOs

In his speech at the award ceremony hosted by the Atlanta Business Chronicle, CEO Adrian Cronje discusses where he gets his best ideas.

Succession Planning for Millennial Leaders

CEO Adrian Cronje explains that without a well-considered succession plan, you are undermining your potential to enshrine a legacy in this article for FastCompany.

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