Gene Balliett

• Getting Your Shares

  By James J. Green, AdvisorOne  |  November 1, 2008

  Advisor Mike Patton of Integrity Wealth Management in Baton Rouge, Louisiana, thinks highly of exchange traded funds in building client portfolios since they are relatively...

• Built to Last

  By Kathleen McBride, AdvisorOne  |  January 1, 2008

  Building portfolios in times of tumult can be very challenging, even for the most seasoned of advisors. Given what's currently unfolding in the credit markets...

• Behind the Curtain

  By Michael S. Fischer  |  April 1, 2007

  RIAs and their high-net-worth clients have dramatically increased the use of alternative investments in their portfolios in recent years, and are on track to continue...

• Strategies and Strategists

  By Staff Writer  |  October 1, 2006

  In his IA Leader's Interview in the October 2006 issue of Investment Advisor, Gene Balliett of Balliett Financial Services in Winter Park, Florida, discusses how...

• Light Shiner

  By Staff Writer  |  October 1, 2006

  "My major crusade at the moment is absolute returns," barks Gene Balliett over the phone in describing his current passion. He's been down other roads...

• How the Leaders Cope

  By James J. Green, AdvisorOne  |  June 1, 2006

  When you ask a dozen advisors for their opinions on important issues you can expect some disagreement. Thus it was in the first IA Leaders'...

• Guides in the Wilderness

  By James J. Green, AdvisorOne  |  April 1, 2006

  Here's a short quiz. What's the name of an association representing 30,000-odd professionals that was founded scant decades ago, but is poised to help the...

• Tax Evasiveness

  By Olivia Mellan  |  March 1, 2006

  It's amazing how many different ways we Americans find to avoidpaying the taxes we owe. Our complicated tax code gives rise to ever-shifting gray areas of...

• The Other Way

  By Melanie Waddell, AdvisorOne  |  May 1, 2003

  After nearly four years of a bear market in equities, investors have been pounded and they're desperately seeking investments that will yield decent returns. As...

• Balliett Financial Services & Trust Co.

  By Staff Writer  |  July 1, 2002

  Gene Balliett 631 South Orlando Avenue, Suite 100 Winter Park, Florida 32789 Phone: 800-624-8961 Fax: 407-740-5228 info@balliettfs.com www.balliettfs.com Year practice began: 1967 Number of planners in office: 12 planners, 5 contract employees Number of...