Ballentine Bulletin, September 2022
What We're Thinking
Q3 2022 Market Review: Putting the Bear Market in Perspective
No doubt this has been one of the most difficult years in memory for many investors.
While the near-term outlook appears grim, we believe the snapback in equity prices, when it comes, will be surprising and unpredictable.
Thinking about spending more time abroad? What to consider
Whether you are considering the digital nomad lifestyle or relocating abroad, this article is for you.
If Jake did it, why can't I?
Jake Freeman's 100 million dollar profit in one-month trading the meme stock Bed Bath & Beyond has inspired young people globally to jump into the investment markets. But it is important to walk before you run.
For What It's Worth
We are delighted to share more thought-provoking blog posts from our newest series, For What It's Worth, from our Deputy Chief Investment Officer Pete Chiappinelli.
Inflation Is The Mother of Invention: Wage-price spirals and The U.S. Open
There were many reasons to watch the US Open tennis tournament, which ended this past weekend.
Recession? Employers and Employees Didn’t Get the Memo
The “quit-rate” amongst U.S. employees is one of the highest in recorded history, demonstrating strong confidence in the U.S. economy and future prospects.
The Markets Are Really Worried… And That’s A Good Thing
If the capital markets have taught us anything over the last 40 years, it is that when ever-present “worry” reaches extreme levels, we can actually worry a little bit less.
In The News
The Ballentine Partners CFP Scholarship Application Window is Now Open
We are thrilled to announce that the application window is now open for the Ballentine Partners Scholarship aimed at diversifying our profession.
Coventry Edwards-Pitt spoke at Impact the Palm Beaches Legacy Society Reception
Coventry Edwards Pitt, Partner and Chief Creative Officer, spoke at the Impact event celebrating legacy givers in women's philanthropy.
Aged Healthy, Wealthy & Wise is now available on Audible
As the fall season beckons and a new school year begins, this is a great listen for anyone facing any form of transition, from selling a business to being a new empty nester.
What's New at Ballentine
We're so pleased to welcome the following team members:
Basirat Folami, MBA
Basirat joined us in August as a Wealth Planning Associate.
