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Market Takeaways After the Midterm Elections
Congress will change hands in January 2027, and many investors are wondering what this means for their portfolios. Our Investment Strategy Team explains why we're staying the course and what we're watching for in the year ahead.
Taylor Custis Joins Balentine as Senior Relationship Manager: Strengthening Our Multigenerational Wealth Expertise
With 25 years of experience advising ultra-high-net-worth families on complex estate, tax, and wealth planning, Taylor will partner with multigenerational families to protect, preserve, and sustain their legacy.
Mind the Curb: Upcoming Test For Private Markets
Ben Webb, CFA, Balentine’s Head of Private Markets, takes a measured look at the looming wave of private credit maturities and what it means for investors. He shares why disciplined portfolio construction matters most when parts of the market come under strain.
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