Insights & recent press 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 Market Insights, Media Appearance Guest User 6/4/25 Market Insights, Media Appearance Guest User 6/4/25 CNBC: Earnings are positive, but limbo remains 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 5/5/25 Market Insights, Media Appearance Guest User 5/5/25 CNBC: Balafas on the Disconnect Between Markets and Data Read More Market Insights, Media Appearance Guest User 4/14/25 Market Insights, Media Appearance Guest User 4/14/25 Investment News: Private asset owners enjoy relative caLm as stock market swings Read More Market Insights, Media Appearance Guest User 4/2/25 Market Insights, Media Appearance Guest User 4/2/25 Bloomberg Surveillance: Balafas on the Role of Defensive Stocks and Alts Amid Market Uncertainty Read More Market Insights, Media Appearance Guest User 3/28/25 Market Insights, Media Appearance Guest User 3/28/25 Bloomberg: GoalVest CEO Shares Insights on Portfolio Construction Amid Tariff Uncertainty Read More Market Insights, Media Appearance Guest User 3/13/25 Market Insights, Media Appearance Guest User 3/13/25 Barron's: GoalVest CEO Shares Advice on Navigating Market Volatility Amid Tariff Concerns Read More Market Insights, Media Appearance Guest User 3/12/25 Market Insights, Media Appearance Guest User 3/12/25 Investment News: Frayed client nerves as fear index rises 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 Request a Meeting 4 Name * First Name Last Name Email * Subject * Message * Thank you!
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
Market Insights, Media Appearance Guest User 6/4/25 Market Insights, Media Appearance Guest User 6/4/25 CNBC: Earnings are positive, but limbo remains 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 5/5/25 Market Insights, Media Appearance Guest User 5/5/25 CNBC: Balafas on the Disconnect Between Markets and Data Read More
Market Insights, Media Appearance Guest User 4/14/25 Market Insights, Media Appearance Guest User 4/14/25 Investment News: Private asset owners enjoy relative caLm as stock market swings Read More
Market Insights, Media Appearance Guest User 4/2/25 Market Insights, Media Appearance Guest User 4/2/25 Bloomberg Surveillance: Balafas on the Role of Defensive Stocks and Alts Amid Market Uncertainty Read More
Market Insights, Media Appearance Guest User 3/28/25 Market Insights, Media Appearance Guest User 3/28/25 Bloomberg: GoalVest CEO Shares Insights on Portfolio Construction Amid Tariff Uncertainty Read More
Market Insights, Media Appearance Guest User 3/13/25 Market Insights, Media Appearance Guest User 3/13/25 Barron's: GoalVest CEO Shares Advice on Navigating Market Volatility Amid Tariff Concerns Read More
Market Insights, Media Appearance Guest User 3/12/25 Market Insights, Media Appearance Guest User 3/12/25 Investment News: Frayed client nerves as fear index rises 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
