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In our first article of Balentine's 2023 Capital Markets Forecast, Resetting Perspective: From Abundance to Scarcity, we identify contributors to today’s high inflation, looking to similar periods in the past to provide ideas for what the market might do ahead.
I often meet entrepreneurs who spend decades using a disciplined, process-oriented approach to building their businesses and, as a result, accumulate great wealth. However, it’s remarkable how many of them devote more time to planning their next vacation than to choosing a wealth manager to steward the proceeds from their life’s work after a transition event.