News & Media

April marks the start of Q2—and the perfect time to review and refine your retirement savings strategy. Whether you’re nearing retirement or just building long-term wealth, the actions you take now can make a big difference in the future. In our latest newsletter, we dive into: ✅ 2025 retirement contribution

As we begin the second quarter of 2025, Ballentine Capital Advisors has released a timely newsletter designed to help you stay financially prepared in today’s shifting economic landscape. Whether you’re planning for retirement, adjusting to inflation, or rebalancing your portfolio, this edition offers clear, practical insights to help you move

What does financial independence really look like—and how do you get there? It’s not just about saving more, but making smarter choices with what you already have. From hidden spending habits to overlooked investment opportunities, small changes can have a big impact.Read more in our latest newsletter. Read More Here

Market Volatility & Long-Term Investing: What You Need to Know The S&P 500 has extended its losing streak, marking the longest downturn since October 2022. Concerns over tariffs, inflation, and economic uncertainty continue to drive market fluctuations. While volatility can be unsettling, history shows that markets have consistently rebounded over

Planning for college is a major financial decision, and understanding the full cost of higher education is essential to avoid unexpected financial strain. This week’s newsletter provides insights into the key factors families should consider when preparing for college expenses. What’s Inside: Breaking down tuition, fees, and living expenses Hidden

A well-balanced portfolio plays a critical role in managing risk and financial stability. As industries adapt to economic and technological advancements, new opportunities in artificial intelligence, healthcare, and infrastructure are emerging. Market fluctuations can influence asset valuations, but strategic adjustments—such as rebalancing portfolios and dollar-cost averaging—help investors stay on track.

Building Financial Harmony This Valentine’s Day ❤️ Financial literacy isn’t just about numbers—it’s about connection. This Valentine’s Day, explore how shared financial planning can strengthen your relationship and help you and your partner build a secure future together. Check out our latest newsletter for insights on how financial planning can

As trade policies shift, many investors wonder how tariffs could impact their portfolios. While tariffs can influence market trends, they are just one of many economic factors at play. Ballentine Capital Advisors, serving Upstate South Carolina, is committed to helping investors navigate changing policies with a sound financial strategy. ✅