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Ballentine Partners Announces Two New Partners: Stephen Martone and Elliot Rotstein

We are delighted to announce two new partners: Senior Wealth Advisor Stephen Martone, MSFP, CFP® and Senior Client Advisor Elliot Rotstein, CAP®. Both Stephen and Elliot have significantly impacted our firm since they joined.

March 14, 2023

Stocks are awful. Stocks are awesome. At the same time.

It may seem illogical on its face, but it is almost always true. Nasty and painful drawdowns are not a bug of equity markets, they are a requisite feature.

February 23, 2023

Coventry Edwards-Pitt featured on LET’S TALK Family Enterprise Podcast with Steve Legler

Host Steve Legler speaks with Coventry Edwards-Pitt about her third book, Engaged Healthy, Wealthy & Wise, which tells the true stories of wealth inheritors and their significant others, and how they navigated the situations surrounding the prenuptial agreements they were asked to sign by the family’s well-meaning advisors.

February 16, 2023

Coventry Edwards-Pitt releases new Book “Engaged Healthy, Wealthy & Wise”

Nationally recognized wealth advisor Coventry Edwards-Pitt applies the success-story format of her previous books, Raised Healthy, Wealthy & Wise (2014), and Aged Healthy, Wealthy & Wise (2017) to her newest book Engaged Healthy, Wealthy & Wise, which offers a roadmap for inheritors and their significant others on how to navigate love and family wealth and forge their own joint path.

February 14, 2023

Engaged Healthy, Wealthy & Wise: Lessons from inheritors and their significant others

Engaged Healthy, Wealthy & Wise is the third book in the series and highlights stories of inheritors and their significant others who have successfully navigated love and family wealth to forge their own joint path. When a young inheritor announces that they have met “the one” – their chosen life partner whom they hope to marry […]

February 14, 2023

Mary Tyler Moore and Why Good News Doesn’t Sell

While the financial press painted a bleak, fear-mongering picture these past few months regarding massive tech layoffs, the real story got buried. Per usual. The Mary Tyler Moore Show, a popular sitcom from the 1970s, has always had a special meaning to me. First, when I was 18, this New York kid headed off to […]

February 9, 2023

Thinking the Unthinkable, Again

Much ink has been spilled in recent days over the upcoming deadline when the US Treasury will reach the limit on the amount of debt it can issue, potentially triggering a catastrophic default of the US government. For those who experienced the events of the summer of 2011, our current predicament has an eerily familiar ring.

January 27, 2023

2022 Market Review: In the Rear View Mirror, Happily

It was a year that most investors would like to forget. Both stocks and bonds suffered double-digit losses in 2022, providing little solace to those who own fixed income securities as a buffer from the volatility of the stock market. The MSCI All-Country World Index dropped 18.4% in 2022 and the Bloomberg US Aggregate Bond Index fell 13%. A traditional mix of 60% US stocks (S&P 500) and 40% bonds lost more than 16%.

January 3, 2023

Don’t just do something! Stand there! Why Professional Goalkeepers and Portfolio Managers Are Hard-Wired to Keep Getting It Wrong

The research is clear. A goalkeeper’s best chance in a penalty kick is to stand still…but cognitive biases make them jump. Lots of lessons for investment management.

December 20, 2022

FTX Bankruptcy Shakes Confidence in Movement’s Long-Term Promise

Crisis struck the cryptocurrency industry in early November as FTX, the second-largest crypto exchange, filed for bankruptcy. It appears that FTX founder Sam Bankman-Fried engaged in fraudulent activity, including the pilfering of customer deposits to prop up losses at his trading firm Alameda Research.

December 15, 2022

Sophisticated Wealth Planning for a Hollywood Ending: Down market strategies and their cult film counterparts

Hindsight is always 20/20, and there’s no question the investment markets have been challenging in 2022. Investment losses don’t have to be the whole story, though. Just like a good plot twist or unexpected movie ending, there are a few planning strategies that, if implemented properly, could provide a material impact and ease the pain of investment losses.

December 15, 2022

Family Compounds: A Tale of Two Properties

Homes are a place where hopes and dreams are formed, where accomplishments are celebrated, and where we feel sheltered through tough times. Many wealthy families have the goal to keep a particularly meaningful property in the family for future generations to enjoy and form their own memories in. However, it is challenging to execute this effectively.

December 14, 2022