January 29, 2019

We welcome our newest employee, Jennifer Christian Murtie, Jake Northrup is named the Financial Planning Association of Massachusetts’ NexGen Director, an article written by Jennifer M. Eaton is featured in the Palm Beach Daily News’ Estate Planning special segment, Emily Dunford was featured as a guest commentator at the U.S. Figure Skating Championships, we feature a new research paper called “How Right Do You Have to Be?” and our 4^th Quarter Market Review, our Employee Spotlight features Akeiva M. Thomas, and much more!

Recent Insights

All Insights

Charlie Munger: Overconfidence is Everywhere
For those that follow the financial news, you no doubt heard about last week’s passing of Charlie Munger, Warren Buffett’s friend and investment partner at Berkshire Hathaway for almost sixty years. Financial websites, blogs, podcasts, LinkedIn, and other social media are jam-packed with remembrances, all sharing quotes and anecdotes from Charlie’s life, and all are […]
December 5, 2023
A Tale of Two Headlines
Same data. Two very different headlines. One to scare you. One to calm you. Guess which one gets used? In the last few days, four different colleagues at my firm sent me links to some financial blogs and posts that referenced the chart below from FRED – Federal Reserve Economic Data, the official website of […]
November 16, 2023
Ballentine Partners Sponsors and Participates in the 2023 CFP Board Center for Financial Planning’s Fall Events
We are proud to continue our relationship with the CFP Board and strive to be a leader in diversifying our industry and wealth management advising space. We have committed to funding a $100,000 scholarship – funded equally over 4 years beginning in 2021 – in partnership with the CFP Board’s Center for Financial Planning, to […]
November 9, 2023

January 29, 2019

Recent Insights

Charlie Munger: Overconfidence is Everywhere

A Tale of Two Headlines

Ballentine Partners Sponsors and Participates in the 2023 CFP Board Center for Financial Planning’s Fall Events