Insights
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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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Steady Expansion Without Euphoria
In our latest Quarterly Market & Economic Report, Adrian Cronje, Ph.D., CFA, explains why we believe high market valuations are justified and provides an update on Balentine’s public and private market performance.
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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.
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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.
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How Can You Finance Your Business?
Mark Bell, Ph.D. shares strategies for entrepreneurs to approach business financing following the “Fed Pivot."
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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.
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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.
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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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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.
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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.
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Should you sell your business?
Considerations for selling or keeping your business
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Balentine Expands Business Advisory Services
Balentine Adds Joe Fahey as Senior Family Business Advisor
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A Proactive Approach to Cybersecurity
10 steps every business owner should take
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Are You Prepared for the Sale of Your Business?
From finances to family, here are the steps to take
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