Amazon and Apple are Not the Stock Market

Is it time to dump the Fab 5? Our Director of Research, Bruce Simon, weighs in with his latest blog post.

All That Glitters is Not Gold 

When does it make sense to own gold? Investors flee to this yellow metal in unpredictable, extreme market conditions as an insurance policy. There are several ways to get exposure to gold, but does it deserve a place in your investment portfolio?

Welcome Elliot Rotstein, CAP

Elliot joined Ballentine Partners in August as Senior Client Advisor. He will be joining our team of experienced advisors helping our clients achieve their financial goals and objectives. We are thrilled to welcome Elliot to our team!

Family celebrations in Zoom-land

In the second episode of our podcast series, we're bringing you a heartwarming story of a client couple that was surprised by their children in an innovative way for their 60th wedding anniversary. 

This 30 minute feel-good story is worth a listen from beginning to end and may have you thinking of the possibilities of this time in a whole new way!

Covie Edwards-Pitt, CFA, CFP®, featured on the Business of Family podcast

Entrepreneur and CEO Mike Boyd invited Covie to be a guest speaker on his popular podcast, The Business of Family, for an
in-depth discussion of the issues that come up when raising children amid wealth.