Stephanie has officially earned her TPCP® (Tax Planning Certified Professional®) designation — a remarkable accomplishment that reflects her dedication, expertise, and commitment to serving our clients with excellence. We’re so proud of you, Stephanie! Learn more about Stephanie HERE.
Benefiting Ronald McDonald House Charities of the Carolinas and The Messiah Food Pantry The season of giving is here, and we’re excited to announce that the BCA Private Wealth Food & Toy Drive has officially begun! This year, we’re proud to support the Ronald McDonald House Charities of the Carolinas
As a CERTIFIED FINANCIAL PLANNER® and Chartered Retirement Planning Counselor™, Bryan brings more than 25 years of experience helping clients pursue their greatest financial goals. His leadership is rooted in independence, objectivity, and a client-centered approach—focusing on retirement income planning, investment management, tax strategies, and guiding clients through life’s biggest
A Detailed Analysis During the government shutdown, many have understandable concerns about how this political impasse might affect their investments and financial plans. While the daily headlines can be alarming, we wanted to share what five decades of market history tells us about government shutdowns and provide you
This week, the Federal Reserve concluded its June 17–18 meetings and, as expected, decided to keep the federal funds rate unchanged at 4.25%–4.50%. While this marks the fourth straight meeting with no rate changes, the more notable takeaway is that the Fed is now signaling the potential for two rate
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