As entrepreneurs and executives ourselves, peer groups have been valuable in every way.

The following resources are designed for & by entrepreneurs and executives — our way to give back to the communities such as Vistage, YPO, and Executive Groups.

We believe these materials are a must for business owners and execs like you.

You will — or have — built something bigger than youself, and possibly even bigger than you imagined. But what brings meaning to your wealth? As you’re focused on the details of crafting your dream, it’s paramount to ask yourself: “So what?” Our resources are sure to get you thinking in the right direction.

We wrote the book on entrepreneurial wealth and legacy.

As an entrepreneur, being immersed in day-to-day business affairs often prevents you from anticipating and preparing for the many forks in the road of your entrepreneurial and life journeys.

First Generation Wealth is designed to help entrepreneurs and business owners learn enduring strategies for building a meaningful and lasting legacy. Authors Robert Balentine and Adrian Cronje, Ph.D., share stories that illuminate guiding principles and provide practical steps entrepreneurs can take to avoid the Shirtsleeves to Shirtsleeves phenomenon.

Capital Market Indicators for CEOs

Capital markets lead the economy, not the other way around.

Balentine has developed and refined a quantitative investment discipline throughout several market cycles that identifies capital market signals useful for anticipating the future. When our four market indicators are “flashing red,” we anticipate a high likelihood of a recession emerging during the next 12-18 months, just as they did in 1991, 2000, and 2007.

Armed with this understanding, we can more accurately identify signs of a coming downturn far enough in advance to meaningfully and impactfully course-correct.

Request Adrian Cronje to speak at your next event

Capital Markets

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Bond Markets

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Credit Markets

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Commodities Markets

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Balentine’s Cardinal Rules of Investing

Just as our capital market indicators are a timeless reminder of how to arm yourself with your own understanding about the future economic outlook, our investing cardinals — founded in the spirit of Vistage legend “Red” Scott’s Business Cardinals — serve to guide wise investing.

Learn more about our most fundamental thinking around investment philosophy, strategy, and implementation — all to preempt the inevitable question of “How should I invest my portfolio today?"

Insights

Browse our collection of entrepreneurial resources.

Balentine experts offer their authentic take on the latest financial topics, from markets to the economy and even business advisory.

What Should you Consider Before Investing in Alternatives?

Ben Webb discussed Balentine's strategic approach to selecting investments and constructing portfolios on Franklin Templeton's Alternative Allocations Podcast.

How Can You Finance Your Business?

Mark Bell, Ph.D. shares strategies for entrepreneurs to approach business financing following the “Fed Pivot."

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.

What Should you Consider Before Investing in Alternatives?

Ben Webb discussed Balentine's strategic approach to selecting investments and constructing portfolios on Franklin Templeton's Alternative Allocations Podcast.

How Can You Finance Your Business?

Mark Bell, Ph.D. shares strategies for entrepreneurs to approach business financing following the “Fed Pivot."