ZuZu’s Petals: In Life and Investing, It’s the Little Things That Matter

Money managers talk a big game about “alpha”. But for taxable investors, paying close attention to low fees, low turnover, and tax-efficiency is the better way to compound wealth. By a long shot.

Sophisticated Wealth Planning for a Hollywood Ending: Down market strategies and their cult film counterparts

Hindsight is always 20/20, and there’s no question the investment markets have been challenging in 2022. Investment losses don’t have to be the whole story, though. Just like a good plot twist or unexpected movie ending, a few planning strategies could have a material impact and ease the pain of investment losses. Read more from Senior Wealth Advisor Steven Martone, MSFP, CFP®.

Family Compounds: A Tale of Two Properties

Family homes are one of the few investments that hold not only significant financial value but also tremendous sentimental value. Wealth Advisor David Ferraro, CFP® shares stories of how families have successfully preserved their beloved properties.

How to Invest When Geopolitical Risks Are Rising

How have markets responded in the past when faced with a significant geopolitical crisis? Read our latest article from our Director of Research, Bruce Simon, CFA, CPWA®.

Munificent Munis: Muni Bonds Look Attractive and Rainy Day Funds Are Overflowing

Muni bond tax-equivalent yields are enticing today. And it gets better. State and local governments have rising revenues but with costs that are not growing nearly as fast. On top of all that, if a recession hits, their “rainy day” funds are the highest on record.

Let It Be: It’s Not About Timing the Markets, It’s Time In The Market

We must remind ourselves that despite all experience and literature from the ages about the folly of trying to time markets, we still want to do it. We remain confident in our abilities despite mountains of evidence to the contrary. It is a primordial urge, very human and very common…that we must resist.   

Ballentine Partners Recognized among Pensions & Investments Best Places to Work in Money Management in 2022

We're pleased to announce that we have been selected as one of Pensions & Investments Best Places to Work in Money Management for 2022.

Partner and Senior Client Advisor Emily Cashman, and Senior Client Advisor Elliot Rotstein receive the 2022 Young Professionals in Family Wealth Awards 

This award, given by Family Wealth Alliance, honors family wealth professionals under 40 who have demonstrated success in their careers and have made significant contributions to the industry. 

Ballentine Partners welcomes Genevieve George, CPA, CFP®, CFE, CDFA®

Genevieve joined us in October as a Senior Wealth Advisor.  

Ballentine Gives Back

This holiday season, our Ballentine staff gathered together to fulfill the holiday wish lists of 30 young children in partnership with the Massachusetts Society for the Prevention of Cruelty to Children, a nonprofit organization that promotes and supports the rights and well-being of children and families.