In the NewsBallentine Partners Scholarship to Create a Diverse Financial Planning ProfessionWe are excited to start our first scholarship program that aims to advance the financial planning profession by growing the number and diversity of CFP® professionals. Ballentine Partners Grows Footprint in the NortheastWe are pleased to announce we are opening a new Seacoast Region office in Rochester, NH, in the fall of 2021 and relocating our Wolfeboro, NH, office to a new premium space on Main Street in early 2022. What We're ThinkingMarket UpdateListen in as Emily Cashman and Bruce Simon discuss our current market outlook. Setting (and Resetting) Your Focus in 2021The ongoing uncertainty of the pandemic and the recurring pattern of starting, stopping, and rescheduling our lives has greatly impacted our ability to plan, achieve, and follow through. Read Senior Client Advisor Michelle Soufan's tips for planning in the current environment. Qualified Small Business Stock (QSBS): A “Unicorn” Tax Benefit for UnicornsWith speculation of tax increases dominating recent headlines, there are also rare provisions in the tax code that benefit stakeholders of qualified small businesses. Read more on the benefits of QSBS from Wealth Planner David Ferraro. Ballentine Partners' Work-From-Home Policy UpdateWith the surge of the Delta variant, we wanted to let our clients know how we are handling the ongoing pandemic. Read our latest work-from-home policy update from President & CEO Drew McMorrow. What's New at BallentineWe're so pleased to welcome the following team members who have joined us since the beginning of this year: Lisa Lamb, CFP®Lisa joined us in January as a Wealth Planner. Bobby MoffittBobby joined us in January as a Wealth Planning Associate. Liz Campana, MBA, CFP®, CAPLiz joined us in June as a Senior Client Advisor. Blaine Bensur, MIB, MSFBlaine joined us in June as a Portfolio Analyst. Courtney Scott, J.D.Courtney joined us in August as a Senior Client Advisor. We're Hiring!And our team continues |