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. ✅
The start of a new year is the perfect opportunity to focus on 2025 tax strategies that align with your financial goals. At Ballentine Capital Advisors, we understand the importance of early preparation in navigating tax season. Following certain tax preparation tips may help reduce your tax burden, simplify compliance,
Ballentine Capital Advisors, proudly serving Greenville, SC and surrounding areas, earned Silver in South Carolina’s Best in Business for 2024. Recognized as the best wealth management firm, we thank you for your trust and support. As we approach 2025, we remain dedicated to providing comprehensive financial planning, retirement planning, and