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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.
Top Insights
Start with these core pieces to understand how our approach to financial planning, investments, business advisory, and legacy is different.
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.
Topics
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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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How Are Investors Impacted by Market Volatility?
Though folks are making short-term spending adjustments, CEO Adrian Cronje shares why he believes panic is unfounded in the long-term.
Finding the Right Philanthropic Approach for Your Family
Philanthropy is more than giving—it’s a way for families to connect, align values, and build a lasting legacy. The right approach makes all the difference.
Philanthropy: A Playground for Families to Learn, Grow, and Give
Philanthropy is more than giving—it’s a chance to unite, reflect, and leave a legacy. Our Family Philanthropy Action Guide helps families give with purpose and impact.
Will Your Wealth Stand the Test of Time?
In Entrepreneur and Worth, Mark Bell, Ph.D., shares how education, governance, and long-term investing builds lasting generational wealth.
How Have Trump Administration Policies Impacted Investment Strategy?
Policy shifts stir markets, but long-term trends endure. David Damiani and other CIOs share insights in this Family Wealth Report article.
Jon Bristow is Balentine's Head of Atlanta Wealth
With 25+ years of experience, Jon will lead efforts to deepen client relationships and deliver tailored wealth solutions.
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A Landmark Year
In 2024, we celebrated 15 years, expanded client guidance, and announced a generational partnership. Read more in our 2024 Year in Review.
Preserving & Propelling Wealth for Generations
Our long-term financial partnership with FJ Management will fuel our growth as a leading independent wealth manager and strengthen our ability to help our clients build what comes next for them and their families.
How Can Families Convey Values Along With Wealth?
Learn how the tactics you used to build a thriving business can directly apply to preserving your legacy in Robert Balentine's latest article for Forbes.
Gatekeepers Share Their Contrarian Calls for 2025
David Damiani shared two contrarian takes in this Citywire article, including his belief that the Fed may cut rates more than the market expects.
Balentine: Pioneering Growth in Global Quality Investing
Our Investment Strategy Team identified a gap in the marketplace and brainstormed with Blackrock on how to bring it to market for our clients.
How Do We Strive To Protect Clients From Cyberattacks and Fraud?
Our CEO, Chief Compliance Officer, and Director of Technology offer tips on cybersecurity and protecting personal information.
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