Ballentine Bulletin, October 18, 2019

Shelves covered with pumpkins and gourds

What We're Thinking

Handicapping the Next Recession

Is a recession coming and when might it occur? Hear from our Director of Research in his latest blog post.

Saudi Oil Attack Rocks Energy Markets

It was one month ago that the world's largest crude oil processing plant in Saudi Arabia was attacked. How might the continuing impacts of this attack affect client portfolios?

3rd Quarter 2019 Market Review

Equities grind higher amid signs of a slowdown with a notable shift in investor preferences in recent weeks.

Passing the Baton - Encouraging family entrepreneurship

Our client, the owner of a highly-successful business, wanted to pass the business on to his adult children. All of the children were involved in the business in various capacities. He hoped the business would continue to be family-owned and family-managed, and believed that was the best way to preserve the company’s unique values and corporate culture.

What's New at Ballentine

Coventry Edwards-Pitt, CFA, CFP® shares key takeaways on raising driven, independent future adults

No one wants their child to be entitled or spoiled, but in an age of abundance, it can be hard to know where to draw the line. Last weekend, Covie Edwards-Pitt was a featured speaker at Brewster Academy's family weekend where she shared her insights on how to raise children to be grounded and self-motivated.

Welcome Jon Lustig, CFP®

Jon is a Wealth Advisor and part of our High Net Worth team that caters to clients with more than $3.5 million in investment assets. He works directly with clients on all aspects of their financial affairs, and has a passion for helping clients achieve their goals. Jon lives in Boston and enjoys golfing, fishing, scuba diving, and traveling to exciting new destinations.

We're Hiring

Join our team!

Want to be surrounded by like-minded, passionate people who love what they do? 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

Julia Zhu, MSF, CFA, CPWA®

As a Senior Investment Analyst, Julia's mission is to bring peace and clarity to her clients’ financial world. She aspires to help clients achieve their financial goals through a combination of deeply understanding their values and applying her extensive investment expertise.