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.

Top Insights

Start with these core pieces to understand how our approach to financial planning, investments, business advisory, and legacy is different.

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.

Filters
Clear All
Type
Topics
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Featured

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

Every quarter, we provide our best thinking on what's happening in the economy and markets and why it matters to investors. Every year, we share seven-year projections that form the basis of strategies we design to help clients achieve their goals.
Read more
Read more
Type
5 min read

Blog title heading will go here

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros.
Read more
Category
5 min read

Blog title heading will go here

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros.
Read more
Category
5 min read

Blog title heading will go here

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros.
Read more
Category
5 min read

Blog title heading will go here

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros.
Read more
Category
5 min read

Blog title heading will go here

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros.
Read more
Topics
All
Business advisory
Global economy and markets
Institutional
Investments
Legacy
Planning
Press
Private capital
Business advisory
5 min read

What’s the Right Capital Source for Your Business?

In this Inc. article, David Damiani shares how to navigate funding at each stage of the business lifecycle—and why strong relationships remain a critical asset throughout.
Read more
Planning
5 min read

Balentine Blueprint

Our plans evolve with you—prioritizing what matters most and adapting as your needs change.
Read more
Business advisory
5 min read

7 Lessons for Starting or Scaling a Business

Founding Partner David Damiani shares lessons from Balentine’s 15-year journey—highlighting the strength of core values and the need to stay agile.
Read more
Legacy
5 min read

What Really Matters: Legacy, Purpose, and the Power of a Love Letter

Share your experiences, lessons, and aspirations so that the wealth you have built is accompanied by the wisdom to manage it well.
Read more
Investments
Institutional
Global economy and markets
5 min read

How Are Investors Impacted by Market Volatility?

Though folks are making short-term spending adjustments, CEO Adrian Cronje shares why he believes panic is unfounded in the long-term.
Read more
Legacy
Planning
5 min read

Finding the Right Philanthropic Approach for Your Family

Philanthropy is more than giving—it’s a way for families to connect, align values, and build a lasting legacy. The right approach makes all the difference.
Read more
Legacy
Planning
5 min read

Philanthropy: A Playground for Families to Learn, Grow, and Give

Philanthropy is more than giving—it’s a chance to unite, reflect, and leave a legacy. Our Family Philanthropy Action Guide helps families give with purpose and impact.
Read more
Legacy
Private capital
Investments
5 min read

Will Your Wealth Stand the Test of Time?

In Entrepreneur and Worth, Mark Bell, Ph.D., shares how education, governance, and long-term investing builds lasting generational wealth.
Read more
Global economy and markets
5 min read

How Have Trump Administration Policies Impacted Investment Strategy?

Policy shifts stir markets, but long-term trends endure. David Damiani and other CIOs share insights in this Family Wealth Report article.
Read more
Press
5 min read

Balentine Strengthens Succession Planning with Three New Principals

Matt, Mallorie, and Liz are shaping Balentine’s future—their promotion to Principal reflects rising talent and lasting vision.
Read more
Press
5 min read

Jon Bristow is Balentine's Head of Atlanta Wealth

With 25+ years of experience, Jon will lead efforts to deepen client relationships and deliver tailored wealth solutions.
Read more
No items found.
5 min read

A Landmark Year

In 2024, we celebrated 15 years, expanded client guidance, and announced a generational partnership. Read more in our 2024 Year in Review.
Read more

Stay in the know with our newsletter.

Sign up to receive our monthly newsletter, featuring: Insightful commentary from our team, useful market information, and important events — in both the world of finance and our communities.

Current Date Here. All rights reserved.

Privacy PolicyTerms of ServiceDisclosuresForm ADVForm CRSCyber securityBusiness continuity