Insights & recent press Market Insights, Media Appearance Guest User 12/9/25 Market Insights, Media Appearance Guest User 12/9/25 "We are optimistic" Balafas on Bloomberg Surveillance Read More Media Appearance Guest User 11/11/25 Media Appearance Guest User 11/11/25 Balafas Named to InvestmentNews Hot List for 2nd Year in a Row Read More Media Appearance Guest User 11/1/25 Media Appearance Guest User 11/1/25 GoalVest Named as Newsweek Top Advisory Firm 2nd Year in a Row Read More Media Appearance, Alternative Investments Guest User 9/21/25 Media Appearance, Alternative Investments Guest User 9/21/25 GoalVest's Cohen on Private Markets Read More Market Insights, Media Appearance Guest User 9/8/25 Market Insights, Media Appearance Guest User 9/8/25 "Bad News is Good News for Markets" Balafas on CNBC Read More Media Appearance, Alternative Investments Guest User 8/13/25 Media Appearance, Alternative Investments Guest User 8/13/25 Venture Growth Fund II First Close Read More Market Insights, Media Appearance Guest User 6/20/25 Market Insights, Media Appearance Guest User 6/20/25 Bloomberg Surveillance: Balafas on Changing the Equity Mix in Portfolios Read More Thought Leadership, Media Appearance Guest User 6/2/25 Thought Leadership, Media Appearance Guest User 6/2/25 Balafas in Kiplinger Series: The Snake Bite Effect Read More Market Insights, Media Appearance Guest User 3/12/25 Market Insights, Media Appearance Guest User 3/12/25 CONNECTMONEY: Sevasti Balafas on Tariffs Read More Thought Leadership, Media Appearance Guest User 3/4/25 Thought Leadership, Media Appearance Guest User 3/4/25 Balafas in Kiplinger Series: Communicating Estate Plans Read More Start the process of simplifying the complex. Request a Meeting
Market Insights, Media Appearance Guest User 12/9/25 Market Insights, Media Appearance Guest User 12/9/25 "We are optimistic" Balafas on Bloomberg Surveillance Read More
Media Appearance Guest User 11/11/25 Media Appearance Guest User 11/11/25 Balafas Named to InvestmentNews Hot List for 2nd Year in a Row Read More
Media Appearance Guest User 11/1/25 Media Appearance Guest User 11/1/25 GoalVest Named as Newsweek Top Advisory Firm 2nd Year in a Row Read More
Media Appearance, Alternative Investments Guest User 9/21/25 Media Appearance, Alternative Investments Guest User 9/21/25 GoalVest's Cohen on Private Markets Read More
Market Insights, Media Appearance Guest User 9/8/25 Market Insights, Media Appearance Guest User 9/8/25 "Bad News is Good News for Markets" Balafas on CNBC Read More
Media Appearance, Alternative Investments Guest User 8/13/25 Media Appearance, Alternative Investments Guest User 8/13/25 Venture Growth Fund II First Close Read More
Market Insights, Media Appearance Guest User 6/20/25 Market Insights, Media Appearance Guest User 6/20/25 Bloomberg Surveillance: Balafas on Changing the Equity Mix in Portfolios Read More
Thought Leadership, Media Appearance Guest User 6/2/25 Thought Leadership, Media Appearance Guest User 6/2/25 Balafas in Kiplinger Series: The Snake Bite Effect Read More
Market Insights, Media Appearance Guest User 3/12/25 Market Insights, Media Appearance Guest User 3/12/25 CONNECTMONEY: Sevasti Balafas on Tariffs Read More
Thought Leadership, Media Appearance Guest User 3/4/25 Thought Leadership, Media Appearance Guest User 3/4/25 Balafas in Kiplinger Series: Communicating Estate Plans Read More
