October 4, 2021

October 1, 2021

Read our October newsletter for tips on setting (and resetting) your goals in uncertain times, tax benefits of QSBS, our scholarship for CFP® professionals, and more!

Read newsletter here.

Recent Insights

Q2 2024 Market Review: Higher interest rates should cool the consumer. If only it were so simple.
When the Fed started one of the most aggressive rate hikes in U.S. history, it was supposed to rein in the American consumer. And it has. But not with the vigor and speed that the Fed and the capital markets expected. The U.S. consumer has remained remarkably resilient. We think the Fed and the market […]
July 3, 2024
Michael Chimento speaking on panel at Private Wealth New England Forum in Boston
Principal & Senior Investment Director Michael P. Chimento will serve as a panelist at the Private Wealth New England Forum held at City Winery in Boston. The panel, titled “New Ways to Invest in Non-Traditional Assets – Reshaping Our Thinking,” will explore the topic of non-traditional assets—their rise in popularity, finding strategies that align with […]
June 18, 2024
Senior Impact Investing Manager Julie Pulda attending Confluence Philanthropy’s Climate Solutions Summit
Ballentine’s Senior Impact Investment Manager, Julie Pulda, will attend Confluence Philanthropy’s Climate Solutions Summit in New York City this week. As part of their Women’s Leadership Initiative, Julie will also attend a dinner called “What if Women…?” At the Climate Solutions Summit, hosted by Confluence’s Climate Solutions Collaborative (C2C), leading philanthropies, family offices, and their […]
June 11, 2024