Ballentine Bulletin, December 2021
What We're Thinking
European Equities: Buying Opportunity or Value Trap?
Contrary to analysts' expectations, US equity markets have significantly outperformed their global counterparts over the past decade while European markets have consistently lagged. The question remains: are European equities a bargain or a value trap?
Ten Mistakes Private Investors Make
Over the years, we have noticed a distinct pattern to the mistakes private investors make. In this article, we describe some of the most common mistakes and also provide guidance about how to avoid making them.
In the News
Ballentine Broadcast: Conversations on Black Wealth
It's a wrap for the inaugural season of the “Ballentine Broadcast: Conversations on Black Wealth” hosted by our Financial Education Specialist, Akeiva Ellis. In these insightful conversations, Black millionaires and business owners discuss their wealth-building journeys, experiences working with financial services professionals, and their thoughts on what the financial services industry can do to help close the racial wealth gap.
Ballentine Partners Recognized among Pensions & Investments Best Places to Work in Money Management in 2021
We're pleased to announce that we have been selected as one of Pensions & Investments Best Places to Work in Money Management for 2021 based on our efforts to create a culture that supports employees and fosters their best work. Click the link below to learn more and read important disclosures.
Ballentine Partners Sponsors and Participates in the CFP Board’s Fall 2021 Events
We were thrilled to participate in and be a major sponsor of the 2021 CFP Board Center for Financial Planning's Diversity Summit & Career Fair on November 17-19 and CFP Board’s Academic Research Colloquium (ARC) on November 11-16.
What's New at Ballentine
Hear Two of our New Hires Reflect on our Ballentine Culture
Listen to Senior Wealth Advisor Michelle Soufan and Senior Client Advisor Liz Campana discuss what key values they were looking for in an employer and what they ultimately found in Ballentine Partners that encouraged them to join the firm in 2021.
We're so pleased to welcome the following team members who have joined us this Fall:
Ben Daly, MBA, CFA, CAIA, CFP®
Ben joined us in October as a Senior Investment Advisor.
Heather Long, CFP®
Heather joined us in November as a Wealth Planning Associate.
And our team continues
to grow!
Visit our career portal to apply to one of our posted positions.
