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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.
Start with these core pieces to understand how our approach to financial planning, investments, business advisory, and legacy is different.
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Robert Balentine Inducted into Barron's Hall of Fame
Robert Balentine joins a select group of independent financial advisors exemplifying long-term success and commitment to clients.
The “Yard Sales” of Private Markets
Why we believe it’s time for a private credit secondaries manager at Balentine.
Patience and Discipline in the Face of Uncertainty
Balentine's Q3 Market and Economic Report discusses our cautious and selective approach in public markets, the opportunity after-tax cash management offers, and the enthusiasm we have for committing to our private capital managers.
Lessons For Wealth Managers From The Great Recession
Robert Balentine reflects on the Great Recession on its 15th anniversary in an article for Forbes.
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
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.
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.
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.
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