Boston Estate Planning Council welcomes Deb Whitney to their Board of Directors

Senior Client Advisor Deb Whitney was elected to the Board of Directors for the Boston Estate Planning Council. In addition to her place on the Board, she is also serving as the Board liason to the Membership Committee and a member of the Budget/Finance Committee.

Second Quarter 2018 Market Review: Treading water in choppy seas

Entering its tenth year and already the second longest expansion in US history, investors are becoming increasingly concerned about when the next recession will start. Yet economic growth has been accelerating over the last several quarters and few economists foresee any significant clouds on the immediate horizon. Read more in this quarter's market review.

Compounding Difficulty: Keeping shared property a blessing

Wealthy families often own shared properties in the form of a family compound, intended to be a platform for family gatherings and cohesion. One client family found that, over time, expectations for how such a compound would be used and managed began to change. Learn how they managed to keep shared property as a blessing and a source of joy.

Ballentine Partners listed in Financial Advisor Magazine's 2018 RIA Ranking

Ballentine Partners was again named to Financial Advisor Magazine's list of the top RIA's for 2018*, ranked by AUM. 

Methodology provided by Financial Advisor Magazine. To be eligible for the ranking, firms must meet four required criteria. Details available upon request.

Financial Advisor Magazine features Drew McMorrow in their cover article "Standing Still is Not An Option"

President & CEO, Drew McMorrow, shares his insights with Financial Advisor Magazine on how to best serve clients with significant assets.

Roy Ballentine featured as one of Boston's Financial Champions

Congratulations to our Executive Chairman & Founder, Roy Ballentine, who was selected by AUM Boston magazine as a Financial Champion.  They described Roy as a "legendary financial planner with a stellar reputation for building a successful practice and managing some of the most complex financial practices in the country."

Jake Northrup speaks with TheStreet on retirement planning

Investment Advisor Jake Northrup was interviewed by TheStreet in their article "How to Take a Mini-Retirement Without Delaying Your Full Retirement," discussing techniques to optimize your tax savings.

Aged Healthy, Wealthy & Wise, Private Author Talks & Signings

July 24 | Newton Council on Aging, Newton, MA
August 9 | Private event, Highlands, NC

Our very own Coventry Edwards-Pitt, CFA, CFP® will share a number of stories she learned from vibrant elders while writing her new book Aged Healthy, Wealthy & Wise, the second in her Healthy, Wealthy & Wise Collection. Attendees will leave inspired, with a road map for how to improve their own aging and ensure that it positively rather than negatively impacts their families.

To request more information on booking Covie for your family or business event, please email info@agedhealthywealthywise.com. 

Searching for a Wealth Planning Associate to join our team  

Our values and culture are core to who we are and we love what we do!  Consider joining our team as a Wealth Planning Associate in our Boston-area headquarters. Apply today on our Career Portal or send the link to someone you know who might be a great fit.

Andrea C. Dubuc, CFP® 

As a Wealth Planner, Andrea works with a variety of engagements, from single-member households to multi-generational families.  She also has experience working with engagements and external professionals both domestically and abroad. Andrea particularly enjoys working through models of various scenarios of the impact of life events on one’s balance sheet.