Ballentine Bulletin, July 24, 2019

What We're Thinking

Quarterly Market Review

Despite some serious backtracking in May, the widely followed S&P 500 Stock Index jumped 18.5% in the first half of 2019, its best start to the year since 1997. A recovery was to be expected at some point, but the speed and trajectory of the rebound surprised even the most bullish investors, considering that very little had changed in the underlying economic fundamentals.

Wealthy But Illiquid

Most wealth advisors are focused on gathering and managing large pools of liquid assets, and don’t have the desire or the skills necessary to properly advise a family whose assets are mostly illiquid. As a result, wealthy families with illiquid assets are often unaware of the scope of their risks and opportunities. We specialize in this area and begin by asking a number of the questions that we have outlined in this paper. See how many of these you can answer for yourself!

What's New at Ballentine

Selective focus photo of a microphone in front of a brightly lit crowd

Julie Pulda spoke at Impact Capitalism Summit

Julie spoke at Big Path Capital’s Impact Capitalism Summit Nantucket last week. The event is a gathering of family offices, institutional investors, and wealth advisors discussing best practices and the latest innovations and trends in impact investing.

Meet Keenan Brent, CFP®!

Keenan is a Wealth Planning Associate in our Waltham office. Before joining our team earlier this year, Keenan worked for Charles Schwab in offices in both Virginia and Massachusetts. Join us in welcoming Keenan to the team!

A short line of people hiking a well worn path up a hill.

Ballentine sponsoring more events late summer

The events at Castle in the Clouds in Moultonborough, NH continue all summer long. We're sponsoring more Yoga at the Castle and Wednesday Hikes through August—register while there's still space!

Employee Spotlight

Todd Hart, Client Service Associate

Todd is a member of our High Net Worth team, serving clients with over $3.5 million in investment assets. He provides high-touch, personalized service to his clients: managing client data and documents, preparing for meetings with families, answering questions, and much more to make their financial lives easier.

We're Hiring!

Closeup of the tops of newspapers with the section "Classified" visible

Searching for the right place?

Stop searching, you've found it! We're looking to add a Senior Wealth Advisor to join our High Net Worth group and a Marketing Specialist. Find out more about these awesome opportunities in our Career Portal.