Insights
Let Balentine be your guide on your wealth management journey.
Balentine experts offer their authentic take on the latest financial topics, including our exclusive market publications, news, community events, and more. Select the topics that interest you, or browse our full collection of resources from trusted thought leaders.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Will the Momentum Continue?
On the heels of a 10%+ rally in stocks in the first quarter of the year, Adrian Cronje, Ph.D., CFA discusses whether market strength will last - and how Balentine's private and public market strategies have fared in this environment.
It’s Fed Week: Another Rate Hike Pause Likely, but Experts Expect Savings Rates to Remain High
Adrian Cronje discusses the Federal Funds Rate in an article for CNET.
Getting Started with 529 Plans
As a new school year starts for kids around the country, the question of how best to fund education is top of mind for parents and family members.
College Healthcare Considerations
As your student settles into their new routine this fall, we encourage you to turn your attention to emergency medical planning and health insurance.
Top of Mind - September
Our Wealth Management Team’s Monthly Update
Market Commentary: September 2023
Despite higher interest rates and a shrinking Fed balance sheet, a recession has not occurred We discuss why – and explore why it still might.
Small businesses: Build a lasting legacy with intentional leadership
John Maddison shares three takeaways for success and staying power in this article for the Triangle Business Journal's Leadership Trust.
Adrian Cronje is one of Atlanta's Most Admired CEOs
In his speech at the award ceremony hosted by the Atlanta Business Chronicle, CEO Adrian Cronje discusses where he gets his best ideas.
Succession Planning for Millennial Leaders
CEO Adrian Cronje explains that without a well-considered succession plan, you are undermining your potential to enshrine a legacy in this article for FastCompany.
Lessons from a serial entrepreneur
Robert Balentine writes in Forbes about what he learned as an entrepreneur
5 tips for finding a financial advisor
CEO Adrian Cronje provides his thoughts in an article for the Atlanta Journal-Constitution.
The Time is Now
Ensure estate documents meet wealth transfer, asset protection, and charitable gifting needs ahead of federal tax exemption changes.
Stay in the know with our newsletter.
Sign up to receive our monthly newsletter, featuring: Insightful commentary from our team, useful market information, and important events — in both the world of finance and our communities.