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Bruce Simon quoted in the Wall Street Journal

Ballentine Partners' Chief Investment Officer, Bruce Simons, was recently quoted in The Wall Street Journal article "Banks Climb But Stocks Flat"

November 5, 2010

Coventry Edwards-Pitt quoted in The New York Times

Ballentine Partners' Managing Director, Coventry Edwards-Pitt, was recently quoted in The New York Times article "Discussing Family Money Without the Family Drama"

November 4, 2010

Coventry Edwards-Pitt quoted in The New York Times

Ballentine Partners' Managing Director, Coventry Edwards-Pitt, was recently quoted in The New York Times article "Keeping Both Spouses in the Financial Picture"

October 29, 2010

Bruce Simon quoted in the Wall Street Journal

Ballentine Partners' CIO, Bruce Simon, was recently quoted in the Wall Street Journal article "US Stocks Fall, Capping Strong Month On Weak Note; DJIA Off 23"

September 30, 2010

Coventry Edwards-Pitt quoted in Investment News

Ballentine Partners' Managing Director, Coventry Edwards-Pitt, was recently quoted in the Investment News article "Tax fears spell opportunity for insurance agents"

August 22, 2010

Bruce Simon quoted in the Wall Street Journal

Ballentine Partners' CIO, Bruce Simon, was recently quoted in the Wall Street Journal article (print and online) "US Stocks Climb On Better-Than-Expected Employment Signs"

August 4, 2010

Your Spouse: Family CEO-In-Waiting

Do you have a sound plan for managing your family’s financial situation if the spouse who is in charge of those issues must suddenly assume that role? If you are like most couples, one spouse tends to take the lead in managing the family’s financial life. That spouse handles most of the discussions with financial […]

August 1, 2010