INSIGHTS & RECENT PRESS Mis en avant Market Insights, Media Appearance Balafas on CNBC: The market is unfazed Market Insights, Media Appearance Read More → Market Insights, Media Appearance Thought Leadership, Media Appearance Balafas: "Upside is Clear" on Private Markets Thought Leadership, Media Appearance Read More → Thought Leadership, Media Appearance Media Appearance, Alternative Investments GoalVest's Cohen on Private Markets Media Appearance, Alternative Investments Read More → Media Appearance, Alternative Investments Market Insights Market Seems Unstoppable" Goalvest's Abella Market Insights Read More → Market Insights Market Insights, Media Appearance "Bad News is Good News for Markets" Balafas on CNBC Market Insights, Media Appearance Read More → Market Insights, Media Appearance Media Appearance, Alternative Investments Venture Growth Fund II First Close Media Appearance, Alternative Investments Read More → Media Appearance, Alternative Investments Market Insights, Media Appearance "AI is huge" Blair Cohen Market Insights, Media Appearance Read More → Market Insights, Media Appearance Market Insights, Media Appearance BALAFAS ON BLOOMBERG: "We're looking at private markets." Market Insights, Media Appearance Read More → Market Insights, Media Appearance Market Insights, Media Appearance BALAFAS ON CNBC: I AM BULLISH Market Insights, Media Appearance Read More → Market Insights, Media Appearance Thought Leadership, Media Appearance Barron's Feature: Balafas Recounts Her 'Scary' Career Gamble Thought Leadership, Media Appearance Read More → Thought Leadership, Media Appearance Market Insights GoalVest's Li: "Nvidia is the undisputed leader" Market Insights Read More → Market Insights Market Insights Equity Market Mid-Year Review: What drives long-term growth? Market Insights Read More → Market Insights Market Insights, Media Appearance Bloomberg Surveillance: Balafas on Changing the Equity Mix in Portfolios Market Insights, Media Appearance Read More → Market Insights, Media Appearance Market Insights Where is AI driving economic value? Market Insights Read More → Market Insights Market Insights InvestmentNews: GoalVest's Abella on Private Credit Market Insights Read More → Market Insights Market Insights, Alternative Investments Can gold be the missing piece in today’s portfolio? Market Insights, Alternative Investments Read More → Market Insights, Alternative Investments Market Insights, Media Appearance CNBC: Earnings are positive, but limbo remains Market Insights, Media Appearance Read More → Market Insights, Media Appearance Thought Leadership, Media Appearance Balafas in Kiplinger Series: The Snake Bite Effect Thought Leadership, Media Appearance Read More → Thought Leadership, Media Appearance Market Insights, Media Appearance CNBC: Balafas on the Disconnect Between Markets and Data Market Insights, Media Appearance Read More → Market Insights, Media Appearance Market Insights, Media Appearance Investment News: Private asset owners enjoy relative caLm as stock market swings Market Insights, Media Appearance Read More → Market Insights, Media Appearance Market Insights, Media Appearance Bloomberg Surveillance: Balafas on the Role of Defensive Stocks and Alts Amid Market Uncertainty Market Insights, Media Appearance Read More → Market Insights, Media Appearance Market Insights, Media Appearance Bloomberg: GoalVest CEO Shares Insights on Portfolio Construction Amid Tariff Uncertainty Market Insights, Media Appearance Read More → Market Insights, Media Appearance Market Insights, Media Appearance Barron's: GoalVest CEO Shares Advice on Navigating Market Volatility Amid Tariff Concerns Market Insights, Media Appearance Read More → Market Insights, Media Appearance Market Insights, Media Appearance Investment News: Frayed client nerves as fear index rises Market Insights, Media Appearance Read More → Market Insights, Media Appearance Market Insights, Media Appearance CONNECTMONEY: Sevasti Balafas on Tariffs Market Insights, Media Appearance Read More → Market Insights, Media Appearance Thought Leadership, Media Appearance Balafas in Kiplinger Series: Communicating Estate Plans Thought Leadership, Media Appearance Read More → Thought Leadership, Media Appearance Market Insights US Markets Wrap: GoalVest CEO Interview Market Insights Read More → Market Insights Market Insights, Alternative Investments Exploring the Venture Growth Asset Class Market Insights, Alternative Investments Read More → Market Insights, Alternative Investments Press Release GoalVest Advisory Launches Late-Stage Venture Capital Fund Designed for RIAs Press Release Read More → Press Release Market Insights Outlook for 2025 IPO Market Market Insights Read More → Market Insights Advice as unique as you are. let’s connect. Request a meeting
