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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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Advising Families Is Sacred Work
Drawing from decades of guiding families — including his own — Robert Balentine shares lessons on how to communicate with care, stay aligned through life’s changes, and nurture a legacy that reflects what matters most.
Legacy Begins with Showing Up
Adrian Cronje reflects on his year as President of the Rotary Club of Atlanta, reminding us that legacy starts with showing up and standing alongside others in service of a greater goal.
Artificial Intelligence: Engine of Change
AI is more than a headline—it’s a long-term driver of transformation across industries and markets. In our Q3 Market & Economic Report, we explore recent economic shifts and share why we believe AI’s rise matters to investors today.
Celebrating Art Across Generations
Our Chairman, Robert Balentine, was featured in Cultured magazine, where he shared insights on his family’s collection and the Balentine Prize’s role in championing the next generation of artists.
Caroline Allison Wins The Balentine Prize
With Book of Hours, Caroline transforms Southern skies into timeless art, capturing the spirit of imagination and innovation we celebrate as art lovers and entrepreneurs. We were proud to celebrate with her at the 2025 Atlanta Art Fair.
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Art as an Asset
Mark Bell, Ph.D., spoke with the Atlanta Business Chronicle ahead of his Atlanta Art Fair panel on art and finance, noting how collecting can strengthen portfolios while underscoring Atlanta’s growing cultural influence.
How Can You Start Investing in Art?
If you’re passionate about art, it can offer both joy and real diversification. In his latest Entrepreneur article, Mark Bell, Ph.D. shares his golden rules for approaching art as a serious investment - and an important piece of your legacy.
Aligning Your Wealth with Purpose
Wealth fades when it isn’t aligned with intention. In Fast Company, Adrian Cronje shares how purpose-driven decisions help leaders preserve both their wealth and legacy.
AI & Wealth Management
In a recent Triangle Business Journal article, we shared how we’re using AI to enhance our client experience while keeping trusted relationships at the core of our work.
OBBBA and Your Portfolio: Four Key Shifts
From tax relief for small businesses to stricter clean energy rules and new defense spending, OBBBA is reshaping the investment landscape. Our Investment Strategy Team breaks down four areas of impact—and why fundamentals remain the ultimate driver of results.
Are Blind Spots Holding You Back?
Chairman Robert Balentine’s latest Forbes article reveals the hidden pitfalls leaders often overlook—and how to move past them to lead with clarity and impact.
Tariffs Are Here
More than four months after "Liberation Day," our Investment Strategy Team discusses the current trade landscape, highlighting how OBBB could create a more strategic, partnership-driven trade era.
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