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

What You Need to Know About the Equifax Settlement

A Closer Look at Financial Advisors

A Tale of Two Markets

Bonds and Stocks Send Different Signals

How to Select a Financial Advisor

I often meet entrepreneurs who spend decades using a disciplined, process-oriented approach to building their businesses and, as a result, accumulate great wealth. However, it’s remarkable how many of them devote more time to planning their next vacation than to choosing a wealth manager to steward the proceeds from their life’s work after a transition event.