Insights & recent press 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 Market Insights Guest User 2/11/25 Market Insights Guest User 2/11/25 US Markets Wrap: GoalVest CEO Interview Read More Market Insights, Alternative Investments Guest User 2/7/25 Market Insights, Alternative Investments Guest User 2/7/25 Exploring the Venture Growth Asset Class Read More Press Release Guest User 1/29/25 Press Release Guest User 1/29/25 GoalVest Advisory Launches Late-Stage Venture Capital Fund Designed for RIAs Read More Market Insights Guest User 1/28/25 Market Insights Guest User 1/28/25 Outlook for 2025 IPO Market Read More Market Insights Guest User 1/16/25 Market Insights Guest User 1/16/25 CNBC: Sevasti Balafas “WE ARE POSITIVE IN TECH” Read More Market Insights Guest User 12/31/24 Market Insights Guest User 12/31/24 2024 Market Recap: Lessons, Surprises Read More Market Insights Guest User 12/24/24 Market Insights Guest User 12/24/24 Why does the FED aim for 2% Inflation over the longer run? Read More Market Insights Guest User 12/24/24 Market Insights Guest User 12/24/24 CNBC: Sevasti Balafas “We will see more volatility and uncertainty next year” Read More Monthly Update, Market Insights Guest User 12/15/24 Monthly Update, Market Insights Guest User 12/15/24 Monthly Letter: November Update Read More Alternative Investments Guest User 12/11/24 Alternative Investments Guest User 12/11/24 Unlocking the Magic: Structured Growth Notes in Action Read More Market Insights Guest User 12/10/24 Market Insights Guest User 12/10/24 Market Outlook For 2025 (Part 2) Read More Market Insights Guest User 12/3/24 Market Insights Guest User 12/3/24 Investing at the market peak Read More Financial Planning Guest User 12/1/24 Financial Planning Guest User 12/1/24 Year-end Strategies You Can’t Afford to Miss Read More Market Insights Guest User 11/29/24 Market Insights Guest User 11/29/24 CNBC: Sevasti Balafas “I do think we will end the year strong. there is more to come” Read More Newer Posts Older Posts 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 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
Market Insights Guest User 2/11/25 Market Insights Guest User 2/11/25 US Markets Wrap: GoalVest CEO Interview Read More
Market Insights, Alternative Investments Guest User 2/7/25 Market Insights, Alternative Investments Guest User 2/7/25 Exploring the Venture Growth Asset Class Read More
Press Release Guest User 1/29/25 Press Release Guest User 1/29/25 GoalVest Advisory Launches Late-Stage Venture Capital Fund Designed for RIAs Read More
Market Insights Guest User 1/28/25 Market Insights Guest User 1/28/25 Outlook for 2025 IPO Market Read More
Market Insights Guest User 1/16/25 Market Insights Guest User 1/16/25 CNBC: Sevasti Balafas “WE ARE POSITIVE IN TECH” Read More
Market Insights Guest User 12/31/24 Market Insights Guest User 12/31/24 2024 Market Recap: Lessons, Surprises Read More
Market Insights Guest User 12/24/24 Market Insights Guest User 12/24/24 Why does the FED aim for 2% Inflation over the longer run? Read More
Market Insights Guest User 12/24/24 Market Insights Guest User 12/24/24 CNBC: Sevasti Balafas “We will see more volatility and uncertainty next year” Read More
Monthly Update, Market Insights Guest User 12/15/24 Monthly Update, Market Insights Guest User 12/15/24 Monthly Letter: November Update Read More
Alternative Investments Guest User 12/11/24 Alternative Investments Guest User 12/11/24 Unlocking the Magic: Structured Growth Notes in Action Read More
Market Insights Guest User 12/10/24 Market Insights Guest User 12/10/24 Market Outlook For 2025 (Part 2) Read More
Market Insights Guest User 12/3/24 Market Insights Guest User 12/3/24 Investing at the market peak Read More
Financial Planning Guest User 12/1/24 Financial Planning Guest User 12/1/24 Year-end Strategies You Can’t Afford to Miss Read More
Market Insights Guest User 11/29/24 Market Insights Guest User 11/29/24 CNBC: Sevasti Balafas “I do think we will end the year strong. there is more to come” Read More
