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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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Is Cash King Once Again?
David Damiani shares how businesses can respond to cash becoming king once again in this article for Inc.
What Can Capital Markets Teach Entrepreneurs?
Adrian Cronje shares how capital markets provide signals business owners can use to prepare for the short-term future in this FastCompany article.
Addressing Election Anxiety
Key Insights for Long-Term Investors
Will the Momentum Continue?
On the heels of a 10%+ rally in stocks in the first quarter of the year, Adrian Cronje, Ph.D., CFA discusses whether market strength will last - and how Balentine's private and public market strategies have fared in this environment.
How Can You Finance Your Business?
Mark Bell, Ph.D. shares strategies for entrepreneurs to approach business financing following the “Fed Pivot."
How Is Wealth Management Evolving?
Robert Balentine and Adrian Cronje weighed in during a roundtable discussion hosted by the Atlanta Business Chronicle.
Who's in Your "Starting Five"?
John Maddison shares how a deep bench of superstar advisors can help entrepreneurs see their blindspots and make better decisions in this article for the TBJ.
What Is the Value of Mentorship?
Robert Balentine shares the importance of grounding your business in trusting relationships in this Forbes article.
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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.
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.
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.
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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