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  • About Us
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        • Individuals and Families
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          Individuals and Families
          Individuals and Families

          We are privileged to serve families across 48 states with their wealth management needs including comprehensive advice, financial planning, and investment management, all with a mission of providing unwavering financial peace of mind.*

          *As of December 31, 2025

          See How We Help Individuals and Families
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          Business Owners and Entrepreneurs
          Business Owners and Entrepreneurs

          We work with successful business owners to help them navigate pre-sale planning, post-sale investing, asset protection, charitable giving, and long-term wealth forecasting to align financial strategies with lifestyle goals.

          See How We Help Business Owners and Entrepreneurs
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          Corporate Executives
          Corporate Executives

          We develop custom strategies for executives with concentrated stock and options complexities, including tax planning, cash-flow modeling, executive benefit optimization, retirement planning, and advisor coordination to free up time while aligning corporate and personal goals.

          See How We Help Corporate Executives
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          Professional Service Practitioners
          Professional Service Practitioners

          We assist attorneys, physicians, consultants, CPAs, and other professionals with ongoing wealth planning, creating customized portfolios, and coordinating with trusted advisors to navigate and manage complex wealth and professional transitions.

          See How We Help Professional Service Practitioners
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          Female Wealth Creators
          Female Wealth Creators

          We support women building and managing wealth with personalized planning, tailored investment strategies, coordinated tax and retirement guidance, and long-term legacy planning designed to reflect their goals and values.

          See How We Help Female Wealth Creators
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          Suddenly Single Individuals
          Suddenly Single Individuals

          We support individuals navigating divorce or loss by organizing finances, setting goals, building advisor teams, reviewing legal documents, and fostering connections to offer clarity and community amidst major life transitions.

          See How We Help Suddenly Single Individuals
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          Multi-Generational Families
          Multi-Generational Families

          We work with multi-generational families beyond planning and investing to include consolidated reporting, entity structuring, administrative support, family education, insurance reviews, and independent due diligence tailored to each family’s unique needs.

          See How We Help Multi-Generational Families
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          Institutions
          Institutions

          We provide tailored investment management services to select corporations, endowments, foundations, and nonprofits through an Outsourced Chief Investment Officer (OCIO) model designed to alleviate ongoing investment management tasks so your team can focus on fulfilling your organization’s mission.

          See How We Help Institutions
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        • Individuals and Families
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Economic & Market Updates

Economic & Market Updates

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  • Economic & Market Updates
A man in a suit smiles beside text reading: Economic and Market Perspective: Can Corporate Earnings Withstand The Oil Price Spike? with his name, Ross Bramwell, CFA, and HB Wealth branding.

Can Corporate Earnings Withstand the Oil Price Spike?

For the second consecutive year, both stocks and bonds are facing a difficult market environment….

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A professional man in a suit and tie smiles at the camera. The text reads, Economic and Market Perspective: Q1 Key Economic and Investment Themes, with his name, Ross Bramwell, CFA, and company, HB Wealth, shown below.

Key Economic and Investment Themes to Watch in 2026

As we look to 2026, this video shares our perspective on several key economic and…

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A winding dirt road runs through a green field under a blue sky with clouds. Text reads “2025 Market Themes & Developments.” The image includes the HB Wealth logo in the bottom right corner.

Markets in 2025: Key Themes and Developments Shaping the Year Ahead

2025 was a year marked by heightened volatility, fast-moving headlines, and shifting policy dynamics. Markets…

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A smiling man in a suit appears next to the text: “Economic and Market Perspective: Did Anything Change During The Government Shutdown?” with “Ross Bramwell, CFA” and “HB Wealth” at the bottom.

Did Anything Change During The Government Shutdown?

Last month, we talked about the potential data vacuum of no inflation or jobs reports…

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A professional man in a suit smiles in front of a blurred office background. Text reads: Economic and Market Perspective: Q4 Key Economic And Investment Themes. Ross Bramwell, CFA, Managing Director of Investment Communications. HB Wealth.

Q4 Key Economic & Investment Themes

As the stock market continues its rally in Q4, we are hearing the following question…

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A smiling man in a suit stands in front of a background with text about the U.S. labor market and consumer spending. The text introduces Ross Bramwell, CFA, Managing Director of Investment Communications at HB Wealth.

A Deeper Look At The U.S. Labor Market And How It Continues To Support Consumer Spending

Last month, we discussed how recent inflation data could influence the Federal Reserve’s (Fed) decision…

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A smiling man in a suit is shown next to text that reads, Economic and Market Perspective: An Update On The Fed’s Dilemma and Q2 Earnings, with his name and title, Ross Bramwell, CFA, Managing Director of Investment Communications.

An Update on the Fed’s Dilemma & Q2 Earnings

As we move into fall, we are watching several topics that we highlighted in this…

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A promotional graphic for HB Economic & Investment Outlook - Q2 2025 features a headshot of Ross Bramwell, CFA, Principal, above the Homrich Berg Wealth Management logo.

HB Economic & Investment Outlook – Q2 2025

In this video, Ross Bramwell gives our current commentary on the markets and the economy….

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A business seminar graphic titled WHAT WERE WATCHING AS SUMMER BEGINS features a headshot of Ross Bramwell, CFA, Principal, above the Homrich Berg Wealth Management logo.

What We’re Watching As Summer Begins

In this video, Ross Bramwell covers a couple of topics we’re watching as summer begins:…

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A presentation slide titled Economic Update As We Await Progress on Tariff Negotiations featuring a headshot of Ross Bramwell, CFA, Principal, and the Homrich Berg Wealth Management logo.

Economic Update As We Await Progress On Tariff Negotiations

At the beginning of 2025, the U.S. economy was in good shape. The labor market…

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Promotional image for HB Economic & Investment Outlook Q1 2025 featuring Ross Bramwell, CFA, Principal, with the Homrich Berg Wealth Management logo. Background includes a blurred office setting.

HB Economic & Investment Outlook – Q1 2025

In this video, Principal Ross Bramwell gives our current commentary on the markets and the…

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Slide titled The Potential Impact of Tariffs featuring a headshot of a person. Text below reads Ross Bramwell, CFA, Principal. The bottom includes the logo and name of Homrich Berg Wealth Management. Background shows a blurred office setting.

The Potential Impact Of Tariffs

There has been significant political activity under the new administration, but in the past two…

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A professional headshot of Ross Bramwell with the text How the Economy is Withstanding Higher Rates. Below the photo, it says Ross Bramwell, CFA, Principal and features the Homrich Berg Wealth Management logo.

How The Economy Is Withstanding Higher Rates

Bond yields across the globe have risen as we begin the new year, fueling concerns…

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Image of a promotional graphic for the 2025 HB Economic & Investment Outlook featuring two circular photos of individuals labeled Ross Bramwell, CFA Principal, and Ford Donohue, CFA Principal. Homrich Berg Wealth Management logo is at the bottom.

2025 Economic & Investment Outlook

In this new video, Principals Ross Bramwell and Ford Donohue cover some key economic and…

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Image of a man against a blurred background, with text: What a Red Sweep Could Mean for Markets. The name Ross Bramwell, CFA, Principal and the logo for Homrich Berg Wealth Management are displayed.

What A Red Sweep Could Mean For Markets

The markets breathed a sigh of relief the morning after the election as there was…

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A professional headshot of a smiling man in a suit, identified as Ross Bramwell, CFA, Principal, is centered on a light background. Above him, text reads, Market leadership is still dependent on path of rate cuts. The Homrich Berg Wealth Management logo is at the bottom.

Market Leadership Is Still Dependent On Path Of Rate Cuts

October 2024: After much anticipation, the Federal Reserve (Fed) finally made its first rate cut…

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Slide with text Market leadership is changing with rate cuts coming. Features a photo of a man labeled as Ross Bramwell, CFA, Principal. The Homrich Berg Wealth Management logo is at the bottom of the image.

Market Leadership is Changing With Rate Cuts Coming

With the Federal Reserve set to cut rates this month, the only question appears to…

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Image of a presentation slide titled Markets During Election Cycles. A circular photo of a man labeled Ross Bramwell, CFA, Principal is in the center. The Homrich Berg Wealth Management logo is at the bottom.

Markets During Election Cycles

For investors, keeping politics and their wealth separate is not always an easy task. With…

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Image features a banner titled HB Economic & Investment Outlook - Q2 2024. It includes photos of two men labeled Ross Bramwell, CFA, Principal, and Ford Donohue, CFA, Principal. The Homrich Berg Wealth Management logo is at the bottom.

HB Economic & Investment Outlook – Q2 2024

Inflation is once again trending downward, but there are still risks with the ongoing impact…

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Image featuring a financial theme. Text reads, Interest rates are still a key driver of stock market returns. Includes a circular photo of a smiling man labeled Ross Bramwell, CFA, Principal above the Homrich Berg Wealth Management logo.

Interest Rates Are Still a Key Driver Of Stock Market Returns

The Federal Reserve once again kept its key rate unchanged at its June 12th meeting….

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