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We (Actually) Care a Lot

While it is easy to believe we would never fall victim to fraudulent schemes, criminals are getting more sophisticated each day.

June 11, 2021

Jennifer M. Eaton Awarded Girl Scouts ‘Go-Getter’ Emerald Award

Partner and Senior Client Advisor Jennifer M. Eaton was awarded the 'Go-Getter’ Emerald award from the Girl Scouts of Southeast Florida.

June 11, 2021

Inflation: How Hot is Too Hot?

Financial markets have been rattled in recent weeks by meaningful price hikes in many goods and services. The year-over-year increase in the Consumer Price Index was 4.2% in April, a 13-year high and reflective of the sharp price increases that are cascading through various parts of the US economy. Economists and market strategists are debating […]

May 17, 2021

First Quarter 2021 Market Review: Clouds Parting

Market Recap In the early stages of the COVID-19 pandemic last year, the Congressional Budget Office made a dire prediction that the US unemployment rate would not fall below 10% until the end of 2021. As we close out the first quarter, the unemployment has already fallen to 6.0%, a glaring miss but not the […]

April 7, 2021

Is Bitcoin for Real?

Investors have been salivating over the financial market’s shiny new thing: bitcoin. And for good reason: the price of one bitcoin shot up about 300% in 2020 and has nearly doubled again in 2021 (as of March 19, 2021) to near $56,000. In fact, bitcoin has been the top performing asset in 8 of the […]

March 29, 2021

Sheila Lawrence, MALD, CFP®, CAP®, accepts nomination onto the Community Advisory Board of WBUR

Partner & Senior Client Advisor Sheila Lawrence has accepted a nomination onto the Community Advisory Board of WBUR, Boston's NPR News Station.

March 11, 2021

Jennifer Christian Murtie, MBA, announced as Partner and featured on A New Lens podcast

We are pleased to announce that Jen Murtie, Head of the High Net Worth Practice, has been named Partner. Her depth of operational, management, leadership, and advisory experience has been a tremendous asset to our High Net Worth group and the firm overall.

March 11, 2021

Ballentine Partners publishes second annual Impact Report

We are pleased to share our second annual Impact Report.

March 11, 2021

The Ethos of Ballentine Partners

Seeking and valuing diverse perspectives has always been a value of our firm – see Roy Ballentine's ethos paper on other core values we hold dear and that we trust will continue to shape our firm into the future.

March 11, 2021

Inoculating Against a Correction

Despite a bout of heightened volatility at the end of January, most investors remain bullish on the outlook for the US stock market in 2021. After all, what could go wrong? If vaccine distribution reaches most of the population by late summer, we should expect an enormous boost in spending, as consumers return to the […]

February 12, 2021

2020 Market Review: Investors Position for Post-Pandemic World

Market Recap As we close out this most unusual and difficult year, investors are confidently looking ahead to a time when life may return to a semblance of normalcy. Despite the severe economic hardship imposed by the COVID-19 pandemic that stunted economic activity and resulted in the deaths of more than 1.8 million people worldwide, […]

January 4, 2021

Coventry Edwards-Pitt, CFA, CFP®, featured in the Vault Career Guide to Wealth Management

The Vault Career Guide to Wealth Management provides an insider’s perspective on what’s happening in the industry, what it takes to break in, and how to advance your career. Coventry Edwards-Pitt, Partner and Chief Wealth Advisory Officer, has written the introduction featured in the book and tells her own story on how she ended up in private wealth management at Ballentine Partners.

December 10, 2020