Ballentine Bulletin, December 2020
What We're Thinking
Dealing with Radical Uncertainty
What is radical uncertainty and, in the face of radical uncertainty, how does a smart investment strategy respond?
All That Glitters is not in The Golden State
Two bills have recently been introduced in the California State Assembly that, if passed, would dramatically increase taxes on wealthy California residents.
What's New at Ballentine Partners
Akeiva Thomas, MSFP, CPA/PFS, CFP®, featured on "Breaking Money Silence" podcast
Akeiva Thomas was invited to speak on Kathleen Kingsbury's podcast, "Breaking Money Silence," about her YouTube channel devoted to promoting financial literacy, her millennial fans, and her mission to close the racial wealth gap.
Jennifer M. Eaton, JD, recognized for her work helping charities in Florida
Jenn Eaton is Chair of Impact the Palm Beaches and is leading the charge to award at least $159,000 to local charities in Palm Beach County in 2021.
Coventry Edwards Pitt, CFA, CFP®, featured in the Vault Career Guide to Wealth Management
Covie Edwards-Pitt was asked by the Vault to write the introduction to their Career Guide to Wealth Management. She describes how she came to the field and shares guidance for how new entrants to the industry can find careers that will be most meaningful to them.
We're Hiring!
Looking for a change?
We are adding a Wealth Planning Associate and a Portfolio Analyst to our team. Find out more about these opportunities in our Career Portal linked below.
 |  |  |  |  |
info@ballentinepartners.com