Ballentine Bulletin, January 29, 2019

What's New at Ballentine

Welcome Jennifer Christian Murtie!

Earlier this month, Ballentine Partners welcomed Jennifer Christian Murtie as a Managing Director and Senior Investment Advisor on the High Net Worth Team. Join us in welcoming Jennifer to our team!

The Financial Planning Association of MA names Jake Northrup as new NexGen Director

Investment Advisor Jake Northrup, CFP®, CFA has just been announced as the next Director of the Financial Planning Association of Massachusetts’ NexGen group. Congratulations, Jake!

Article by Jennifer M. Eaton featured in The Palm Beach Daily News

“Designing your Fountain of Youth: The Success Factors to Living Longer and Well,” written by Jennifer M. Eaton, JD, Partner and Senior Client Advisor at Ballentine Partners and Vice Chair of the charitable organization Impact the Palm Beaches, was featured in the Estate Planning segment of the Palm Beach Daily News this month.

Emily Dunford featured at the U.S. Figure Skating Championships 2019

Wealth Planning Associate and U.S. ice dance medalist Emily (Samuelson) Dunford, CFP®, CRPC®, was featured as a guest commentator at the U.S. Figure Skating Championships 2019 in Detroit, MI this past weekend.

What We're Thinking

How Right Do You Have to Be?

How right do you have to be to avoid losing money during an equity market downturn and obtain a net after-tax return superior to the return you would have earned if you had simply held your portfolio through the market turmoil trusting that the market will eventually recover? Find out more in our latest white paper, "How Right Do You Have to Be?"

4th Quarter 2018 Market Review: Nowhere to Hide

All the positive momentum from the historic tax reform package, robust economic growth, and buoyant stock prices came crashing to an end in the fourth quarter of 2018. From its high on September 20th, the S&P 500 Stock Index collapsed nearly 20% by mid-December, before staging a modest recovery in the year’s final few trading days. Although the S&P 500’s total return for the year reflected only a modest loss of -4.4%, the sharp decline in the fourth quarter made the pain seem much worse. For the S&P 500, it was the biggest yearly drop since 2008.

We're Hiring

Join our team!

Looking to make a career change? We're looking to add a Wealth Planning Associate in Waltham, MA and a Cash Flow Specialist in Wolfeboro, NH. Find out more and apply through our Career Portal today.

Employee Spotlight

Akeiva M. Thomas, MSFP, CPA/PFS

Akeiva is a Wealth Planning Associate at the firm. Akeiva loves helping people learn to create, build and preserve wealth in a way that allows them to live their best and most fulfilling life. She is particularly interested in wealth psychology, education planning, and special needs planning.