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  • About Us
    • The HB Wealth Story
    • Our Purpose
    • The HB Wealth Difference
      • Fee-Only Fiduciary Commitment
      • Credentialed Experts
      • Comprehensive Advice
      • Concierge-Level Care
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  • Our Services
    • Wealth Advisory Services
      • Financial Planning
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      • Multi-Generational Planning
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  • Who We Serve
        • Individuals and Families
          Business Owners and Entrepreneurs
          Corporate Executives
          Professional Service Practitioners
          Female Wealth Creators
          Suddenly Single Individuals
          Multi-Generational Families
          Institutions
          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
        • Business Owners and Entrepreneurs
        • Corporate Executives
        • Professional Service Practitioners
        • Female Wealth Creators
        • Suddenly Single Individuals
        • Multi-Generational Families
        • Institutions
  • Meet The Team
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    • Atlanta, GA
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    • Columbia, SC
    • Greenville, SC
    • Nashville, TN
  • Insights and News
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HB Wealth in the News

HB Wealth in the News

  • Home
  • Insights and News
  • HB Wealth in the News

Earnings, AI, and the New Market Playbook

Chief Market Strategist Gina Martin Adams joined CNBC’s Morning Call to explore how powerful earnings…

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Two women are shown in a split-screen news broadcast. The left side shows an anchor in a newsroom with monitors behind her, while the right side shows a smiling woman with a blue background labeled Schwab Chief Mar. The headline reads MORNING MOVERS.

Crude Volatility, Tech Fatigue, and the Case for Small Caps

Chief Market Strategist Gina Martin Adams joined Schwab Network’s “Morning Movers” segment to discuss crude…

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A group of students walk across a grassy quad toward a large, domed building with columns, surrounded by trees, on a university campus.

Your Child Got Into College. Now What? How to Use Your 529 Plan

The acceptance letter is on the fridge, the sweatshirt is ordered, and the excitement is…

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A woman with curly hair and a light blouse speaks on a TV show. The screen displays the text Small money habits that can improve your finances along with the ANF logo and the time and temperature at the bottom. Lush green plants are in the background.

Cindy Wilson Talks Smart Money Habits During Financial Literacy Month

Senior Wealth Advisor Cindy Wilson spoke with Karli Barnett on Atlanta News First’s “Getting By…

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Two business professionals walk on a modern rooftop terrace with city buildings in the background. The woman is holding a tablet and talking, while the man listens attentively. Both are dressed in business attire.

Business Owner Pre-Sale Planning: Exit Planning Strategies to Maximize Business Value

For established business owners, business owner pre-sale planning is not simply about preparing to sell…

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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 woman with long brown hair wearing a burgundy blazer speaks on a CNBC news segment. The headline reads, Novo Nordisk partners with OpenAI. The CNBC+ logo appears at the bottom right.

AI Strengthens Corporate Margins as Investors Navigate Oil Shock Jitters

Gina Martin Adams, Chief Market Strategist, joined other industry experts on CNBC’s The Morning Call…

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Tall electricity pylons with power lines stretch across a green field under a blue sky with scattered clouds; trees and distant mountains are visible in the background.

Bubbles and Breakthroughs: How Should Investors Respond?

This article is the fourth and final installment in our four-part series examining artificial intelligence…

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A woman with long brown hair in a plaid blazer speaks in a TV studio. A news banner reads: HB Wealth: Economic forecasts hit by war, while earnings estimates are holding up. Stock tickers scroll along the bottom.

Supply Shocks Are Reshaping Prices and Pressuring Industries

In Fox Business’ recent “Making Money” segment, panelists Gina Martin Adams and Mona Mahajan break…

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Screenshot of a FOX 5 News Live broadcast. The main screen shows Tricia Mulcare smiling, identified as a senior wealth advisor. An inset shows the news anchor, also smiling, against a blue background.

How to Navigate Finances for Couples Who Live Together

It is becoming more common for couples to build a life together without getting married,…

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Five people sit around a table enjoying a meal on a brick patio outside a modern wooden cabin at sunset, with string lights above and a lush green forest in the background.

Estate Planning Strategies for Multi-Generational Families Below the Federal Estate Tax Exemption

Key Takeaways Estate planning is often associated with avoiding federal estate taxes. Yet many families…

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Financial Planning After Divorce: Key Steps to Rebuild and Protect Your Financial Future

Divorce is one of life’s most significant transitions. Beyond the emotional changes, it often creates…

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A man in a plaid blazer and dark pants stands next to a woman in a brown dress; both are smiling in front of large glass windows and a modern, minimalistic interior.

HB Wealth Advisors Recognized by Forbes as Best-in-State Georgia Top Wealth Advisors

On April 7th, 2026, Forbes posted their list of the 2026 Best-In-State Top Wealth Advisors….

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Modern glass office building viewed from a low angle against a blue sky with light clouds, showing reflective windows and sleek architectural lines.

Labor Markets and the Future of Work

This is the third installment in our four-part series examining artificial intelligence (AI) through a…

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Three generations of a family smile and gather around a picnic table outdoors, enjoying each other’s company and a meal with drinks and food on a sunny day.

Preparing Your Children For Future Wealth: How and When to Introduce Family Wealth Conversations

The question of when to share financial information with your children is rarely only about…

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Announcement for HB Wealth’s new permanent office in Charlotte, NC, with a photo of a modern office building and the Charlotte city skyline in the background.

HB Wealth Opens Permanent Charlotte Office, Expanding Presence in the Carolinas

Matthew Moore, Carolinas Market Leader, and Gina Martin Adams, Chief Market Strategist, speak with Charlotte…

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Technological Revolutions, Fast and Slow

This article is the second installment in our four-part series examining artificial intelligence through a…

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A woman with long brown hair, wearing a purple top, speaks on a CNBC news segment. The on-screen text identifies her as Gina Martin Adams, Chief Market Strategist at HB Wealth. A yellow cityscape background is visible.

Rising Oil and Inflation: Insights from CNBC

Chief Market Strategist Gina Martin Adams joined CNBC to discuss how surging oil prices and…

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A multi-generational family walks along a wooden path outdoors at sunset, with parents, children, and grandparents smiling together amid grassy scenery.

From Heirs to Stewards: Building Financial Capability Across Generations

Building Financial Confidence, Capability, and Stewardship Discussing wealth is only the beginning. Preparing the next…

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Sudden Wealth Planning After Divorce or Loss of a Spouse

Life can change in an instant. Whether through divorce or the death of a spouse,…

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The above is not a recommendation to purchase or sell a particular security and is not legal, investment or tax advice. Results are not guaranteed. All investing involves risk.

Past performance is not a guarantee of future results for any investment. Private alternative investments are not for every client. An individual must be qualified to invest in a private investment based on their net worth and/or other criteria, and they may qualify to invest in some alternative investments while not being allowed to invest in other alternative investments. Alternative investments are not risk-free and there is no guarantee of achieving attractive performance compared to similar liquid investments. Risks associated with investments in private alternatives include the illiquid nature of such investments, risks associated with leveraged investments, manager-specific risks, sector-specific risks, and in certain cases geographical risk, as well as the risk of loss of principal.

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