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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.

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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.

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Featured

Our best thinking on what's happening in the economy and markets and why it matters to investors.

Every quarter, we provide our best thinking on what's happening in the economy and markets and why it matters to investors. Every year, we share seven-year projections that form the basis of strategies we design to help clients achieve their goals.
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Business advisory
Global economy and markets
Institutional
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Legacy
Planning
Press
Private capital
Legacy
5 min read

Are You Ready To Be a Mentor?

If you're past the high growth stage of your career and considering how to expand your role in your company, mentorship can help you develop future leaders. Learn David Damiani's tips for a successful mentorship relationship in this article for Inc.
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Planning
5 min read

Are You Ready for the Expiration of the 2017 Tax Cuts and Jobs Act?

John Maddison shares tips you might use to adjust your estate plan to minimize tax liability in this article for Triangle Business Journal.
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Business advisory
5 min read

How Can Entrepreneurs Eliminate Tax Liability?

In his latest article for Entrepreneur, Mark Bell explains how smart estate tax planning could provide you with a competitive advantage and put an end to the hidden tax liability.
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Planning
Legacy
5 min read

What’s the Best Gift Founders Can Give Future Generations?

Chairman Robert Balentine shares benefits of succession planning including strengthening your business, creating resilience, and leaving a legacy in his latest article for Forbes.
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Press
5 min read

Adrian Cronje is the Rotary Club of Atlanta's President

As 111st President, he will focus on securing the future of the organization’s Early Childhood Champions program for generations.
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5 min read

Spotlight On: Adrian Cronje

In this interview with Capital Analytics Associates, Adrian Cronje discusses Balentine’s near-term priorities, Atlanta’s entrepreneurial market, and how interest rate hikes have impacted wealth management.
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Private capital
Business advisory
5 min read

What Should you Consider Before Investing in Alternatives?

Ben Webb discussed Balentine's strategic approach to selecting investments and constructing portfolios on Franklin Templeton's Alternative Allocations Podcast.
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Investments
Global economy and markets
5 min read

Is Cash King Once Again?

David Damiani shares how businesses can respond to cash becoming king once again in this article for Inc.
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Global economy and markets
5 min read

What Can Capital Markets Teach Entrepreneurs?

Adrian Cronje shares how capital markets provide signals business owners can use to prepare for the short-term future in this FastCompany article.
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Global economy and markets
5 min read

Addressing Election Anxiety

Key Insights for Long-Term Investors
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Investments
5 min read

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.
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Business advisory
5 min read

How Can You Finance Your Business?

Mark Bell, Ph.D. shares strategies for entrepreneurs to approach business financing following the “Fed Pivot."
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