CEO Adrian Cronje, Ph.D., CFA, and Director of Research Gabe Lembeck, CFA, address the following questions in Balentine's quarterly market webinar: What will recovery look like? What lies ahead for the market and economy? What does all this mean for investors?
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.