Ballentine Bulletin, August 21, 2019

Umbrella next to an empty chair on the beach

What We're Thinking

Recession Fears Awaken Slumbering Bears

With the exception of a modest pullback in stock prices in May, investors have enjoyed a relatively drama-free rally in stock prices in 2019. At the same time, clouds have been forming over the economic outlook. Do the conditions signal a coming US recession? Find out what we think in our latest blog.

Best Practices for Protecting the Privacy of Your Family Foundation

Family foundations are required to publicly disclose sensitive information - but you can take steps proactively to protect your privacy. Learn how you can significantly reduce the risk that your family's private information will be misused.

What's New at Ballentine

Our growing Florida office has moved!

We are happy to announce our Palm Beach Gardens office has expanded into a new space on PGA Boulevard, nearly doubling its square footage. Our new space provides our team with state-of-the-art work space to facilitate internal and external collaboration and communication, while providing room to grow.

Akeiva Thomas speaks at the FPA of MA's NexGen & Women's Initiative event

Wealth Planning Associate Akeiva Thomas will share her story and recommendations for college students and recent graduates searching for the best way to enter the financial planning industry at the FPA of MA’s NexGen and Women’s Initiative event on 9/24.

Meet Reid Monk!

Reid is a Wealth Planning Associate in our Waltham headquarters. He dedicates a large portion of his free time to helping others with career and personal development. He is a George Mitchell Institute Alumni Scholar and stays involved with the Institute's programs to help young people find employment opportunities in their chosen fields through mentoring and counseling.

We're Hiring

Looking to make a change?

We are in search of a Senior Wealth Advisor to join our growing High Net Worth team in our Boston-area headquarters. Apply today!

Employee Spotlight

Claudia J. Shilo, MPASsm, CFP®, CPA, PFS

Claudia is a Partner, Senior Client Advisor, and Chief Financial Officer at the firm. In addition to leading a number of family office engagements, she is responsible for the management and oversight of the financial affairs of the company. She is also actively involved in a number of nonprofits, including the New Hampshire Lake Host program which assists local groups dedicated to protecting New Hampshire’s lakes and watersheds.