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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.
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Could This Time Be Different?
The Balentine Q2 Quarterly Market and Economic report provides insight on a possible recession and how we safeguard our clients.
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Adrian Cronje is one of Atlanta's Most Admired CEOs
In his speech at the award ceremony hosted by the Atlanta Business Chronicle, CEO Adrian Cronje discusses where he gets his best ideas.
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Small businesses: Build a lasting legacy with intentional leadership
Head of Financial Planning John Maddison shares three takeaways for success and staying power in this article for the Triangle Business Journal's Leadership Trust.
Getting Started with 529 Plans
As a new school year starts for kids around the country, the question of how best to fund education is top of mind for parents and family members.
College Healthcare Considerations
As your student settles into their new routine this fall, we encourage you to turn your attention to emergency medical planning and health insurance.
Market Commentary: September 2023
Despite higher interest rates and a shrinking Fed balance sheet, a recession has not occurred We discuss why – and explore why it still might.
Top of Mind - September
Our Wealth Management Team’s Monthly Update
Cryptocurrency After FTX
Mark Bell, Ph.D. discusses the future of crypto and blockchain technology in this article for Real Assets Advisor.
5 tips for finding a financial advisor
CEO Adrian Cronje provides his thoughts in an article for the Atlanta Journal-Constitution.
Succession Planning for Millennial Leaders
CEO Adrian Cronje explains that without a well-considered succession plan, you are undermining your potential to enshrine a legacy in this article for FastCompany.
Stocks, Bonds and the Jobs Reports
Adrian Cronje talks timing in the International Business Times.
Lessons from a serial entrepreneur
Robert Balentine writes in Forbes about what he learned as an entrepreneur
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