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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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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.
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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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.
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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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.
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.
Is Cash King Once Again?
David Damiani shares how businesses can respond to cash becoming king once again in this article for Inc.
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.
Addressing Election Anxiety
Key Insights for Long-Term Investors
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.
How Can You Finance Your Business?
Mark Bell, Ph.D. shares strategies for entrepreneurs to approach business financing following the “Fed Pivot."
How Is Wealth Management Evolving?
Robert Balentine and Adrian Cronje weighed in during a roundtable discussion hosted by the Atlanta Business Chronicle.
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