Robert Balentine Featured On “Standard Deviations” Podcast
11月04, 2021 |主席罗伯特·巴伦丁与博士一起出现在“标准偏差”播客上. Daniel Crosby of Orion Advisor Solutions. 在书中，罗伯特讨论了博天堂注册地址、遗产、投资和创业精神. 听播客
What new infrastructure spending means for investors
April 26, 2021 | Last April, Mark Bell, Ph.D., wrote an article for the 亚特兰大商业纪事报 about a potential infrastructure renaissance. 一年之后, he reflects on his predictions in light of President Joe Biden’s American Recovery and Reinvestment Act and identifies what these changes could mean for investors. 读文章
Brittain Prigge Featured On “Wealth, Actually” Podcast
4月13日, 2021 | 总统Brittain Prigge is featured on the “Wealth, Actually” podcast with Frazer Rice of Pendleton Square Trust. 在这, Brittain discusses the importance of intentionality surrounding generational wealth and legacy and how she’s helping families navigate these crucial conversations. 听播客
博天堂注册地址顾问:在拜登政府执政期间，以下是需要考虑的问题
2021年3月24日|高级关系经理Rob Ragsdale, CFP®，AIF®采访 三角形商业杂志 about anticipated tax policy changes for corporations and high-net worth individuals under President Joe Biden. 读文章
Adrian Cronje: History and Discipline Creates Resilience
3月11日, 2021 | CEO and CIO Adrian Cronje offered insights on economic trends in a post-coronavirus world in a podcast hosted by Capital Analytics. 看网络研讨会
Adrian Cronje: The Limits of Traditional Economic Forecasting
10月16日, 2020 |在她被正式承认为2020年商界女性获奖者之一之前, 总统Brittain Prigge, 非洲金融共同体, 参加了一个Q&一个与 亚特兰大商业纪事报 on topics ranging from her top accomplishment over the past year to the meaning of teamwork. 阅读面试
Robert Balentine: Improve the Fiduciary Model
10月16日, 2020 | Chairman Robert Balentine was interviewed by 《博天堂注册》, 在演讲中，他谈到需要改进受托人咨询模式, how Balentine has fared during the pandemic, 和更多的. 阅读面试
Why These Millionaires Are Staying Put Despite a New Tax on Them
|家庭办公室博天堂注册和私人资本主管Mark Bell博士.D.,与《博天堂注册》 Paul Sullivan about the changing tax landscape and the practical implications of New Jersey's so-called "millionaire's tax." 读文章
投资组合的木材时间:2007-2008年，它让首席信息官们失望了，但这次可能有所不同
马克·贝尔博士，2020年10月1日.D.巴伦丁的家庭办公室博天堂注册和私人资本的负责人接受了采访 实际资产顾问 博天堂注册他的观点，通货膨胀和住房是经济的暗流, it could be time for timber investments. 读文章
Georgia business and civic leaders launch Georgia Support the Vote
9月23日, 2020 | Balentine很荣幸成为乔治亚支持投票项目的成员公司. Recently launched 由 Rotary Club of 亚特兰大, the project is a nonpartisan coalition of Georgia business and community leaders committed to promoting safe and fair elections in Georgia amidst the pandemic. 读文章
《博天堂注册》 2020年最高独立顾问s
September 14, 2020 | Chairman Robert Balentine was named a 《博天堂注册》 2020年最高独立顾问, his seventh-consecutive recognition on the 年度排行榜. Robert was again the highest-ranked independent advisor in Georgia and one of the top 30 nationwide. 看到我们的奖项 & 标准
2020年9月9日|主席Brittain Prigge, 非洲金融共同体，加入Sterling Shea on 《博天堂注册》 Advisor’s “The Way Forward” podcast this week to discuss lessons learned from working remotely during COVID-19, including the importance of flexibility and how it will help attract and retain top industry talent. 她最大的收获? “Don’t waste this opportunity to learn.” 听播客
2020 Readers’ Choice 奖: Best of Jewish 亚特兰大
|读者 亚特兰大犹太倍 voted Balentine a first-place winner for 投资及金融博天堂注册 in the Best of Jewish 亚特兰大 2020 awards. We sincerely appreciate the acknowledgement. 看到我们的奖项 & 标准
资本市场更新
|首席执行官Adrian Cronje博士，2020年7月29日.D., 非洲金融共同体, joined Vistage Worldwide Chief Research Officer 乔·加尔文 to discuss key aspects of an economic recovery. 看网络研讨会
4500英尺高空的天堂
2020年7月1日| 我们的国家 杂志的7月号有一篇博天堂注册南部高地保护区的照片文章, the non-profit native plant arboretum and research center founded by Chairman Robert Balentine and his wife, 贝蒂. 读文章
为什么是时候重新思考债券了
2020年6月5日| 《博天堂注册》 采访Gail MarksJarvis, CEO Adrian Cronje warns that bond investors “aren’t going to generate the income they have in the past from Treasuries, 甚至是公司债券或高收益债券.” 读文章
以下是被提名为2021届亚特兰大领导力班的80位社区领袖
2020年6月2日.D.他是80名社区领袖之一，入选了亚特兰大领导学院2021届. 类成员, 选择从业务, 教育, 艺术, 技术, 法律, 和医学, will explore important regional issues and critically examine themselves as leaders during the nine-month program. 查看完整列表
Top Advisors Give Back During Covid Crisis
5月2日6, 2020 | Chairman Robert Balentine was interviewed by 《博天堂注册》 about our firm’s efforts to support local businesses and non-profits disproportionately affected 由 coronavirus, including 亚特兰大 Ballet and Covenant House Georgia. 读文章
5月13日, 2020 | On the heels of being named a 2019 Top New Vistage Speaker, CEO Adrian Cronje held webinars about the coronavirus crisis with Vistage Groups across the Southeast and with TEC Canada. 看重播
基础设施报告:联邦基础设施刺激法案的前景
2020年5月|马克·贝尔, Balentine's head of family office services and private capital, 在最近的 实际资产顾问 podcast about the prospects of an infrastructure spending bill. 听播客
基础设施支出法案会是什么样子，对投资者意味着什么
April 9, 2020 | “Infrastructure investment in the U.S. has long been a question of when and not if, 现在是时候了,马克·贝尔分享道, Ph.D.他是家族理财室博天堂注册和私人资本的负责人，在他的时代 亚特兰大商业纪事报 op-ed about what an infrastructure stimulus package could look like and how the investments might be made. 阅读专栏
2020年4月3日|首席执行官Adrian Cronje博士.D., 非洲金融共同体, joined Vistage Worldwide's Chief Research Officer, 乔·加尔文, for a national webinar to discuss the rapidly changing economic landscape and best practices for navigating your business through crisis and beyond.
看重播
一个与众不同的地方:在Toxaway湖附近，一个独一无二的本地植物保护区保护和修复
Spring 2020 | 南部高地储备, the not-for-profit native plant arboretum and research center founded by Chairman Robert Balentine, was featured in the Spring 2020 version of WNC杂志. 读文章
Roundtable: How will investing by family offices change as wealth is transferred to a new generation?
2020年3月1日| 实际资产顾问 采访了家庭办公室博天堂注册和私人资本主管Mark Bell博士.D., for a roundtable about how family office investing will change as wealth transfers to a new generation. 阅读更多
Stock market falls on coronavirus concern? 顾问们仍建议保持冷静
2月24日, 2020 | Amid ongoing concerns about coronavirus, Chairman Robert Balentine spoke with the 亚特兰大宪法报》提醒投资者避免从情绪角度做出反应. 读文章
Less taxing situations: New products and structures providing investors with tax optimization strategies
2019年10月1日| 实际资产顾问 马克·贝尔的一篇专题文章, Balentine's head of family office services and private capital, 哪些项目对高净值和家族理财室客户特别重要. 读文章
《博天堂注册》 2019 Top Independent Advisors
September 13, 2019 | Chairman Robert Balentine was named a 《博天堂注册》2019年度百强独立顾问, his sixth-consecutive recognition on the 年度排行榜. Robert was again the highest-ranked independent advisor in Georgia and one of the top 25 nationwide. 看到我们的奖项 & 标准
英国《博天堂注册》300强榜单.S. 2019年注册投资顾问
June 27, 2019 | Balentine has been named to the 2019 edition of the 金融时报》300 Top Registered Investment Advisers. This is Balentine's fifth recognition on the FT 300 list, which recognizes top independent RIA firms from across the U.S. 看到我们的奖项 & 标准
女性是优秀的财务顾问. 那么为什么没有更多呢?
June 8, 2019 | 总统Brittain Prigge spoke with 《博天堂注册》 博天堂注册女性在金融领域所扮演的独特角色以及是什么让她们成为伟大的金融顾问. 读文章
种植的遗产
2019年春季|主席罗伯特·巴伦丁和他创立的非营利组织, 南部高地储备, 都出现在 Vistage视角 (pages 1-2) and in the 5月2日019 issue of 公司. 杂志. 读文章
Wealth management adviser covers basics of financial literacy
2019年4月10日|根据 Alpharetta-Roswell先驱报》, Robert Balentine gave a speech to the Rotary Club of Roswell about "The Meaning of Money: What I Have Learned in 40 Years of Managing Wealth.” 读文章
2019年度全球1200强财务顾问
|主席Robert Balentine被评为格鲁吉亚的主席之一 高级财务顾问 by 《博天堂注册》. 罗伯特连续五年担任乔治亚州的首席独立顾问, 他总排名第二. 看到我们的奖项 & 标准
来见见Vistage会员Robert Balentine
March 2019 | Executive coaching firm Vistage Worldwide profiled 25-year member Robert Balentine in a recent "Member Success Story,详细描述了他在创业过程中遇到的挑战和取得的成功. 读配置文件
2019亚特兰大500强:商业
January 22, 2019 | Robert Balentine was included in 亚特兰大 杂志's first annual special publication, 500年亚特兰大, recognizing the most influential 亚特兰大ns across all industries. 看到我们的奖项 & 标准
额外的一英里:瓦伦丁
| Balentine出现在了“额外的一英里”中 亚特兰大商业纪事报的 每周商业展示. 总统Brittain Prigge explained how our corporate giving and volunteer efforts strategically focus on programs serving underprivileged youth. 观看视频
Stock market st艺术 winter dropping like the fall
December 21, 2018 | Adrian Cronje spoke with 《博天堂注册地址》的 迈克·卡内尔上个月, sharing his thoughts on the stock market's tumultuous fourth quarter and what lies ahead in 2019. 读文章
Balentine: Fourth place, money managers with 20 to 49 employees
December 10, 2018 | Balentine was recognized as a 2018 养老金 & 投资 从事资金管理的最佳场所 它在拥有20到49名员工的公司中排名前五. This is Balentine's fifth appearance on the list. 看到我们的奖项 & 标准
观点:如何避免“衬衫袖子到衬衫袖子”的现象
11月30日, 2018 | Chairman Robert Balentine’s article, “如何避免‘衬衫袖子到衬衫袖子’的现象”发表在 亚特兰大商业纪事报. 阅读专栏
Advisory firms make their mark by running strong businesses
November 24, 2018 | Balentine was one of 11 firms to receive Investment新闻”最佳实践奖 在2018年参与的385家独立咨询公司中排名前四分之一 Investment新闻 定价与盈利能力研究. 根据 Investment新闻, Balentine's "all-star practices" include 35% AUM growth and maintaining an operating profit margin above 20%. 看到我们的奖项 & 标准
Why wealth management needs more women
|主席布里顿·普里格撰稿 Investment新闻 about the need for more women in wealth management. 读文章
顶级独立财务顾问
|董事长Robert Balentine被提名为《博天堂注册》2018年年度人物 Top 100 Independent Financial Advisors. 他再次成为亚特兰大和东南部排名最高的独立顾问, and one of the top 25 nationwide; this is Robert's fifth consecutive appearance on the list. 看到我们的奖项 & 标准
从披萨自动售货机到汽艇:在你知道这一点之前，不要提供直接投资
August 1, 2018 | CEO Adrian Cronje was recently interviewed by 财务顾问的智商在此期间，他解释了与直接投资相关的利益和风险. 读文章
Q&A with Robert Balentine, 2018 Most Admired CEO
July 30, 2018 | Chairman Robert Balentine has been named to the 亚特兰大商业纪事报的 的列表 2018年最受尊敬ceo. To mark the occasion, he participated in a leadership-focused Q&一个与 美国广播公司. 看到我们的奖项 & 标准
亚特兰大 wealth management firm Balentine expands leadership team
6月4日, 2018 | Balentine is proud to announce the appointment of Adrian Cronje to chief executive officer and Brittain Prigge to president, 6月1日起. 详见 亚特兰大商业纪事报, 罗伯特·巴伦丁将继续担任主席，并继续积极参与, 塑造策略, 客户互动过程, 以及公司的总体方向. 阅读公告
goBeyondProfit Company Spotlight: Balentine
5月2日018 | Balentine is proud to join a growing 的列表 Georgia businesses that have signed the goBeyondProfit pledge. 我们承诺继续我们30多年来回馈社会的传统. 视图关注
‘We haven’t been in contact since’: Closed-end PM gets shut out
3月15日, 2018 | Balentine Director of Manager Selection and Implementation (and unofficial Lego “master builder”) Ben Webb, 非洲金融共同体, 最近采访了Citywire. Ben shared his thoughts on a number of items, 比如他将如何投资100美元,和他梦想中的家庭度假. 阅读面试
11月13日, 2017 |作为一家企业家的公司, we were excited about the opportunity to become a strategic partner of the Council for Entrepreneurial Development (CED), 一个帮助三角企业家建立成功公司的网络. 阅读焦点
独立顾问:2017年100强
9月15日, 2017 | CEO Robert Balentine was once again named the top independent advisor in 亚特兰大 and the Southeast by 《博天堂注册》. Robert jumped 16 spots to land at #24 on the 的列表 the country’s 100强理财顾问. This marks Robert’s fourth appearance on the prestigious list. 看到我们的奖项 & 标准
Preservation Heroes: 贝蒂 and Robert Balentine
8月16日, 2017 | The Library of American Landscape History honored 贝蒂 and Robert Balentine with the 2017 Preservation Hero Award for their work with the non-profit 南部高地储备 (SHR). 由瓦伦丁夫妇于2002年创立, SHR is a native plant arboretum and research center dedicated to sustaining the natural ecosystems of the Blue Ridge Mountains. 读文章
与Balentine首席财务官兼创始合伙人David Damiani的对话
5月2日, 2017 | Chief Financial Officer David Damiani, in an interview with the CFO Leadership Council, 分享了他对职业道路的见解, 继续教育, and the importance of effective communication. 阅读面试
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