March 6, 2024

News & Press

Jennifer M. Eaton and Elliot Rotstein to attend ACTEC’s 2024 Annual Meeting

Ballentine Partners is a proud sponsor of ACTEC’s 2024 Annual Meeting in Phoenix, AZ. Jennifer M. Eaton and Elliot Rotstein will be attending the meeting, and they look forward to addressing the ways Ballentine Partners helps clients coordinate estate plans with wealth management strategy.

Recent Insights

Canaries in the Coal Mine: Credit Markets are Sending Positive Signals
Market participants are hyper-focused on looking for clues as to whether the Federal Reserve will be able to orchestrate either a “soft landing” or “no landing” for the economy. The credit markets may have just given a clue. One typical metric looked at as a forecast for the economy is the spread in the US high-yield corporate bond market (calculated as […]
May 7, 2024
Coventry Edwards-Pitt speaks on The Rainbow Bull Podcast
Host Tim Volk speaks with Coventry Edwards-Pitt, our Chief Creative Officer, along with Crain Currency’s Kristen Olivieri, about navigating the dynamics of relationships when wealth is in play. Listen to the podcast here. Disclosure Information: This presentation is intended for educational purposes only. The Ballentine Partners employee was a guest for this podcast and not compensated […]
May 1, 2024
A Differentiated Approach to Direct Indexing
Introduction We are big fans of ETFs. But our research shows that investors may see even better after-tax outcomes through direct indexing separately managed accounts (SMAs). The financial industry has also recognized this potential, and the marketing hype has reached a fever pitch. So we yet again must take a skeptical approach as we do […]
April 23, 2024