COVID reinforced sound wealth management and investment strategies

COVID reinforced sound wealth management and investment strategies

COVID has not changed Balentine’s approach to financial knowledge and wealth management firm strategies, it has only reinforced them. For companies and individuals, one of the biggest mistakes is allowing the 24/7 news cycle that plays on fear to affect investment decisions. Resiliency has been incredibly important to focus on and is an important part of wealth management and business, CEO & CIO Adrian Cronje told Invest:Insights. Corporate social investment has seen an uptick and is here to stay, he said.

 

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