March 30, 2023
Read our latest newsletter and catch up on what’s been going on at Ballentine Partners!
Newsletters
December 19, 2022
Read our latest newsletter and catch up on what’s been going on at Ballentine Partners!
September 29, 2022
Read our September newsletter to find our thoughts on the current market, new posts from our blog For What It’s Worth, learn about our CFP Scholarship, and about our recent awards and speaking engagements.
July 13, 2022
Read our July newsletter to find our thoughts on the current market, discover our Impact Report Video, find new posts from our blog For What It’s Worth, and learn about our recent awards and speaking engagements.
April 22, 2022
Read our Impact Issue newsletter to find our 2021 Impact Report, learn about our new partners and employees, and discover our new blog For What It’s Worth.
December 16, 2021
Read our December newsletter to learn about European vs. US equity trends, mistakes private investors make, Ballentine Partners’ podcast and CFP Board event sponsorship, our recent “Best Places to Work in Money Management” award, and more!
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!
June 9, 2021
Check out our June newsletter to read our take on curating a post-marriage life, analyzing inflation, and protecting ourselves as we age – and to learn about five of our new employees!
March 11, 2021
Interested in our 2020 Impact Report? Read our March newsletter to keep up with that we’ve been up to the last year in the Impact space, who’s in the news, and the Ethos of Ballentine Partners.
December 14, 2020
Read our December newsletter to learn how to deal with radical uncertainty, keep up with the new proposed tax laws in California, and to see what we’ve been up to! Read more.
September 16, 2020
See what we’ve been up to and what we’ve been thinking lately in our Fall newsletter!
June 5, 2020
Read our June newsletter to catch up on what we’re thinking and what we’ve been up to.
February 20, 2020
Read our February newsletter to keep up with our thoughts on Coronavirus and to read our first Impact Report! Read More.
November 21, 2019
Read our November newsletter to learn more about our thoughts on Emerging Market Equities, setting your investment goals, what we’ve been up to this month, and more! Read More.
October 18, 2019
Check out our October newsletter to learn more about the possibility of a coming recession, the impact of the recent Saudi oil attack, how a family encouraged family entrepreneurship, and more!
September 12, 2019
Are low interest rates good for investors? Is cannabis an asset class that’s worth all the buzz? Considering outsourcing your Chief Investment Officer? Find out what we think about all that and more in our September newsletter.
August 21, 2019
Check out our Director of Research’s latest blog on recession fears, learn how you can protect the privacy of your family foundation, meet several of our employees and hear what they have been working on, read all about the growth of our Florida office, and more!
July 24, 2019
This month’s newsletter features our quarterly market review, a paper on how we work with families with illiquid assets, a recent Impact speaking engagement, an introduction to several team members, and more!
Read our July newsletter here.
June 20, 2019
This month we feature a blog post on the growing list of geopolitical hotspots, a whitepaper on family financial education, some recent news and volunteering, a welcome to one of our newest employees and a spotlight on our Compliance Manager, and much more.
May 16, 2019
This month’s newsletter features a blog post on the continuing economic tensions between the US and China, a case study on how our team can maximize opportunities through tax optimization practices, several of our folks were speakers at industry events, we introduce one of our newest employees and spotlight one of our analysts, and more.
April 11, 2019
We showcase that Deb Whitney has been named Partner, Raised Healthy, Wealthy & Wise was featured in an article on Money.com, Chris Chandler recently spoke at an Impact Investing forum, Impact Analyst Jules Pulda will be judging an event for Tufts University’s Fletcher Social Investment Group, we feature our First Quarter Market Review, our March Monthly Market Tracker, a story about how we’ve helped families deal with some of the complexities of having household staff, and more.
March 20, 2019
We feature Leah M. Warren’s thoughts on the college bribery scandal in our blog, Bruce D. Simon writes about what investors should know as the Brexit deadline looms in his latest blog post, we share our newest investment research paper on why international small cap stocks may have more value than people think, we welcome Meredith Coffey to our team, Director of HR Brie Elliott is our Employee Spotlight for the month, and much more!
February 27, 2019
Roy Ballentine & Drew McMorrow’s successful succession story was featured in Inside Information, Sheila Lawrence’s recent event “The Philanthropy Talk” was highlighted in AUM/Boston Magazine, we welcome new employee Ryan Bachur, we feature a new investment research paper about the outlook for hedge funds, Director of Research Bruce D. Simon shares his thought on the stock market’s dramatic recovery so far in 2019 in his latest blog, Jennifer M. Eaton is speaking at an upcoming FOX Executive Council Meeting, we feature Rachel Gilmore in our Employee Spotlight, and more!
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 4th Quarter Market Review, our Employee Spotlight features Akeiva M. Thomas, and much more!
December 20, 2018
Sheila Lawrence spoke at the NEID Global Changemakers Gala, we welcome Jules Pulda, our Director of Research shares his thoughts on recent market volatility, we share insights about the markets in our November Monthly Market Tracker, we feature a story about helping a family define “legacy” for their family and community, and more!
November 15, 2018
Emily Cashman Magno joins our team, our Community Gifts Committee announces their support of a number of non-profits, Jake Northrup spoke at Boston University’s Career Night, our Director of Research shares his post-election investment insights, we feature a story about transitioning a portfolio to match the client’s, Sheila Lawrence will speak about philanthropy at an upcoming event, our Employee Spotlight features Sam Gough, CFP®, and more!
October 29, 2018
Roy Ballentine and Drew McMorrow shared their insights on “Successful Succession” at a recent conference, our Director of Impact Investing spoke at Total Impact Boston, we welcomed Claire Hawkes to our investment team, Andrew Hacker published the white paper “Hedging with Put Options: A Costly Endeavor”, Bruce shared two new Investment Insights, “The Message from the Bond Market” and “Is Indexing Getting Too Popular? (Continued…)”, our Third Quarter Market Review is now available, Emerging Markets Down, Not Out”, a Solutions Snapshot featuring a client story about executive compensation, an Employee Spotlight featuring Jackie Finneron, and more!
August 16, 2018
Our Community Gifts Committee announces their support of a number of philanthropic causes, welcoming new Wealth Planning Associate, Emily Samuelson, a new Investment Insight from Bruce – “Emerging Markets Down, Not Out”, a Solutions Snapshot featuring a client story about teaching financial skills to the next generation, an Employee Spotlight featuring Jennifer M. Eaton, JD, and more!
July 12, 2018
Deb named to the board of the Boston Estate Planning Council, a market review from our investment team, a Solutions Snapshot featuring a client story about family compounds, an Employee Spotlight featuring Andrea Dubuc, CFP®, and more!
June 26, 2018
Our Community Gifts Committee announces this quarter’s support of a number of philanthropic causes, a Solutions Snapshop featuring a client story about the tax impact of different options, a new Investment Insight from Bruce – “I Married a Robot: How artificial intelligence will change our lives”, and more!
May 18, 2018
Our Community Gifts Committee announces this quarter’s support of a number of philanthropic causes, a Solutions Snapshop featuring a client story about the tax impact of different options, a new Investment Insight from Bruce – “I Married a Robot: How artificial intelligence will change our lives”, and more!
April 17, 2018
Stephen welcomed to the board of the National Philanthropic Trust, a market review from our investment team, a Solutions Snapshot featuring a client story on putting a family’s wealth to work in their community, and more!
March 14, 2018
Five new partners announced, a Solutions Snapshot featuring a client story on optimizing investments and estate planning, a new Investment Insight from Bruce – “Trade Policy: A slippery slope”, and more!
February 2, 2018
Claudia named the new President of the FPA of Northern New England, Covie spoke with Financial Advisor IQ about helping clients plan for aging, a new Investment Insight from Bruce – “Surviving the Next Downturn: A mental primer”, and more!
