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.

5 Key Questions To Simplify the Complexity of Your Business Transition

Family & Legacy Guide

15 “Cardinal Rules” for Entrepreneurs and Business Owners

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

Charitable Giving Guide

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Business advisory

Global economy and markets

Robert Balentine on "Disruptor Successor" Podcast

Trade-Offs in Private Capital Investment

Quality as a Core

Resetting Perspective: From Abundance to Scarcity

Balentine's 2023 Capital Markets Forecast

Cryptocurrency After FTX

Mark Bell, Ph.D. discusses the future of crypto and blockchain technology in this article for Real Assets Advisor.

Read the article

My Recommended List of Books to Read or Gift

We are more than our money

Chairman Robert Balentine drew upon lessons from First Generation Wealth to discuss elements of building a meaningful legacy in an interview with a local Atlanta television station.

Watch the interview here