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Balentine's 2023 Capital Markets Forecast
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Our Capital Markets Forecast is the foundation of our investment process. This annual research piece contains seven-year projections that form the basis of strategies we design to help you achieve your goals.
The forecast, designed to both manage risk and maximize opportunities, provides the quantitative blueprint for the steps we foresee — at today’s starting point and beyond.
View our 2023 Capital Markets Forecast
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Browse our collection of resources from trusted thought leaders.
Balentine experts offer their authentic take on the latest financial topics, including our exclusive market publications, news, community events, and more.
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The Tax-Aware Investor
For investors who pay taxes on their gains, how you manage your tax bill can matter just as much as how your investments perform. Explore these four tools of tax-aware investing and how using the right one at the right time can help you keep more of what you’ve built.
Beyond the Exit: How Opportunity Zones Turn a Tax Bill Into a Long-Term Investment
Opportunity Zones began as a temporary program to push private investment into overlooked communities. After proving their worth, they’ve been made permanent, with some useful updates. For business owners who have recently sold, or are approaching a sale, they deserve a close look.
Investing After the Exit: Why TALS May Be the Right Strategy After Your Business Sale
We believe tax-loss harvesting is a reliable tool for keeping more of what you've earned — but it has a shelf life. Tax-aware long/short (TALS) is designed to pick up where it leaves off.
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