Ready for the Climb?

By
No items found.
Ben Webb
June 28, 2021
Share this post

Over the past few months, the world has been emerging from a pandemic-induced hibernation, experiencing the environment in a way that has been impossible for over a year.

The stock market has awakened too. After a drop at the onset of the pandemic, it has risen to such heights during the economic recovery that inflation is becoming a concern for many investors.

Despite inflation’s negative connotation, it is not always a bad thing. As we explain in this blog post, increasing yields could signal the bond market’s belief that the economic recovery is real and sustainable.

Like hikers ascending a mountain, we believe it is best for investors to have the proper equipment. This summer, we invite you to bring the following gear* as you navigate this economic environment.

Inflation Infographic

Are you prepared for this inflationary market? If you would like a guide, we would welcome the opportunity to sit down with you and discuss your unique financial situation.

*If you are a Balentine client, your portfolio has already been adjusted to match the stances in the checklist. If not, this visual provides some points you may discuss with your wealth manager.

No items found.

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.

Don’t Mistake Wealth for Legacy

Robert Balentine has spent his career advising families on wealth and legacy. He's also lived it himself: he built a firm with his father, sold it, then walked away to start over independently when staying meant compromising his beliefs. In this Worth feature, he shares why he legacy is measured by the values you protect, not the wealth you accumulate.

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.

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.