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Don’t Mistake Wealth for Legacy
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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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You Sold the Company, Now What?
Adrian Cronje, Ph.D., CFA, explores the emotional identity shift that often follows a successful business sale and offers five ways founders can move forward with clarity and purpose.
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Balentine Names Emily Balentine Barbour to Executive Vice President and Names Two New Partners
Balentine promotes Emily Balentine Barbour, CFP® to Executive Vice President, and Matt Raines and Ben Webb, CFA, to Partner.
Less Guidance, More Discipline: The Fed Steps Back
In Q2, Kevin Warsh took over as Fed Chair with a different playbook: price stability first, and no more signaling the Fed's next move. Investors lost their read on what came next, and markets turned choppy. We didn't waver. We stayed the course our data-driven process set: overweight stocks, no reactive trades. The result? We believe our discipline was rewarded. CIO David Damiani, CFA shares how in our Quarterly Market and Economic Report.
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