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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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How Can You Start Investing in Art?
If you’re passionate about art, it can offer both joy and real diversification. In his latest Entrepreneur article, Mark Bell, Ph.D. shares his golden rules for approaching art as a serious investment - and an important piece of your legacy.
Aligning Your Wealth with Purpose
Wealth fades when it isn’t aligned with intention. In Fast Company, Adrian Cronje shares how purpose-driven decisions help leaders preserve both their wealth and legacy.
AI & Wealth Management
In a recent Triangle Business Journal article, we shared how we’re using AI to enhance our client experience while keeping trusted relationships at the core of our work.
OBBBA and Your Portfolio: Four Key Shifts
From tax relief for small businesses to stricter clean energy rules and new defense spending, OBBBA is reshaping the investment landscape. Our Investment Strategy Team breaks down four areas of impact—and why fundamentals remain the ultimate driver of results.
Are Blind Spots Holding You Back?
Chairman Robert Balentine’s latest Forbes article reveals the hidden pitfalls leaders often overlook—and how to move past them to lead with clarity and impact.
Tariffs Are Here
More than four months after "Liberation Day," our Investment Strategy Team discusses the current trade landscape, highlighting how OBBB could create a more strategic, partnership-driven trade era.
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John Maddison is Balentine's Head of Wealth Management
By bridging leadership across locations and disciplines, John will foster stronger connectivity and consistency across the firm.
What’s the Purpose Behind Your Money?
Mark Bell shares how assets blending financial return with passion and enjoyment can build legacy, generate connections, and help tell your story.
Is Rotary Still Relevant?
Adrian Cronje shares how the Rotary Club of Atlanta empowers civic and business leaders to lead with purpose, step toward action, and stay engaged.
Opportunity in Active Fixed Income
David Damiani discusses why we’re exploring selective active fixed income strategies as we strive to enhance portfolio performance in today’s evolving market.
How Does One Big Beautiful Bill Impact You?
We share the provisions impacting financial plans, estate plans, and closely held businesses - and invite you to submit your own questions.
How Can You Build a Purpose-Driven Legacy?
In a presentation for the Institute of Classical Architecture & Art, Robert Balentine discusses how he strives to make a lasting impact for generations to come
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