Ballentine Bulletin, June 2023
In the News
Sean Edwards and Debra Whitney continue our relationship at The Boston Foundation
We are excited to continue our longstanding relationship with The Boston Foundation. This year, Sean A. Edwards, CFP®, will be joining the Professional Advisors Network, and Debra A. Whitney, CFP®, CAP®, AEP®, MS, will be joining the Professional Advisors Committee.
Debra Whitney Elected Officer of the Boston Estate Planning Council
Congratulations to Partner and Senior Client Advisor, Debra A. Whitney, CFP®, CAP®, AEP®, MS, who has been elected as the Treasurer for the 2023-2024 term with the Boston Estate Planning Council (BEPC). Deb has been an active member of BEPC for several years and has dedicated her time and expertise to various committees.
What We're Thinking
If the financial headlines you read are scaring you, they’re supposed to. Our advice is to keep scrolling.
No headline is ever going to read: Everything’s Fine. Nothing To Worry About. That’s not how the financial press attracts eyeballs and generates click-throughs. They know that we are drawn to fear. Our advice is try to see through this fear.
Q1 2023 Market Review: Back to Black
Despite a range of challenges including rising interest rates, inflation, and banking industry upheaval, financial markets showed their resilience and posted solid gains in the quarter. Read more from Bruce Simon in our Q1 Market review.
What's New at Ballentine
Ballentine Partners welcomes Alejandro Carballido
Alejandro joined us in June as a Wealth Planning Associate.
Ballentine Partners welcomes Kelly Lora Ewart
Kelly joined us in April as Head of Marketing.
Ballentine Partners welcomes Soosan Philip
Soosan joined us in April as a Client Service Associate.