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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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A Path to Normalcy
Each quarter, our Investment Strategy Team reflects on what's happened in the economy and markets, shares what we're paying attention to for the quarter ahead, and gives our take on why it matters to investors. In Q3, we believe markets are finally headed back to normal after several unusual years post-pandemic. Read more in our Market & Economic Report.
How Can Getting Clear On Your Purpose Improve Your Company?
Adrian Cronje defines purpose as a deep sense of motivation and appreciation for your work. In his latest article for FastCompany, he shares that clarifying your purpose and sharing it with your team can sharpen your company’s vision and strategy and strengthen relationships with clients and employees.
Five Ways to Stay Grounded During Election Season
Though it can be tempting to try to anticipate the impact of elections on your investment portfolio, we believe the election will have a limited impact on the stock market 12 months from now. In this article for Inc., David Damiani explains why - and offers five tips for keeping a cool head and a steady hand.
How Can You Make Family Business Transitions Harmonious?
The same principles you used to develop a competitive advantage in your business can be applied to your family to preserve harmony and successfully transition ownership of your company. Learn more in Mark Bell’s latest article for Entrepreneur.
What's the Impact of Market Volatility on Your Portfolio?
In this Triangle Business Journal interview, John Maddison shares Balentine's strategy for helping clients navigate today's volatile markets - including why keeping two years of spending needs in cash is a bedrock of client portfolios.
Knowing Your Competitive Advantage
In this FastCompany article, Adrian Cronje, Ph.D., CFA shares the importance of entrepreneurs creating a competitive advantage to protect their businesses in the short and long-term.
How Can Entrepreneurs Eliminate Tax Liability?
In his latest article for Entrepreneur, Mark Bell explains how smart estate tax planning could provide you with a competitive advantage and put an end to the hidden tax liability.
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.
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.
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.
Why Scaling a Service Business Is All About Communication
In an article for FastCompany, Adrian Cronje shares the importance of effective communication when the plan is to scale your business.
15 “Cardinal Rules” for Entrepreneurs and business owners with money to invest.
Adrian Cronje shares his passion about guiding entrepreneurs turn business success into long-term wealth and legacy.
Should you sell your business?
Considerations for selling or keeping your business
Balentine Expands Business Advisory Services
Balentine Adds Joe Fahey as Senior Family Business Advisor
A Proactive Approach to Cybersecurity
10 steps every business owner should take
Are You Prepared for the Sale of Your Business?
From finances to family, here are the steps to take
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