Insights & News

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 on interest rates. As expected, the Fed cut its key rate by 0.25% at the September meeting. In this video,…

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Alternatives: Time for a Rethink?

A $17 trillion boom in alternative assets (“alts”) opens the floodgates of the asset management industry’s next big product push. For advisors, rapid changes in the industry landscape should occasion a rethink. Today, a deluge…

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Aging Solo: Planning Your Healthcare Needs and Wishes

For many newly single women, one of the most important, and sometimes overlooked, aspects of the financial plan is planning for healthcare. When your partner has been by your side to navigate medical choices and…

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Presentation slide titled Key Considerations for Bond Investors featuring a photo of Ross Bramwell, CFA, described as a Principal. The logo for Homrich Berg Wealth Management is displayed at the bottom.

Key Considerations for Bond Investors

In this video, we discuss some key considerations for bond investors to remember in today’s…

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Avoid Leaving Behind The Proverbial Mess; Information To Assemble For Your Loved Ones Now For After You’re Gone

Many people think that there must be a database that provides you with all you…

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Alphabet’s AI partnerships ‘a good start’ -CIO

At its Google Next conference in San Francisco, Alphabet announced new AI tools and partnerships…

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Slide with the title What is a Professional Trustee - and Who Needs One Anyway? featuring an image of a woman with brown hair. Below is text: Abbey Flaum, J.D., LL.M. Managing Director - Family Wealth Strategist, Homrich Berg Wealth Management.

What Is A Professional Trustee – And Who Needs One Anyway?

Are you having a hard time determining who should be your trustee? Or do you…

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Presentation slide titled HB Economic & Investment Outlook - Q3 2023 featuring a headshot of a man identified as Ross Bramwell, CFA, Principal. The slide includes the Homrich Berg Wealth Management logo at the bottom.

HB Economic & Investment Outlook – Q3 2023

This video covers a wide range of economic and investment topics including inflation, the Fed,…

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Beyond The Numbers: Psychology Of Happiness

As part of our ongoing series, we are going to explore the psychology of happiness….

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Family Offices: Does Your Client Need One?

Even if the answer is no, many conversations and best practices used by family offices…

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A wooden desk with a calculator, a black marker with its cap off, a blue pen, and a yellow notebook topped with a small black card that reads Tax Credit.

Georgia Tax Credits For Individuals

Georgia offers several tax credits to incentivize certain actions or investments. These tax credits can…

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A picturesque cityscape at sunset with tall buildings, a bridge, and a waterfront. The sky is a gradient of orange and blue, and trees line the riverbank. Boats are docked in the water, reflecting the city lights.

Homrich Berg expands Southeast Presence

ATLANTA–(BUSINESS WIRE)–Homrich Berg (HB) is pleased to announce its expanded presence in the Southeast with the…

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Advanced Health Care Planning: Why It Cannot Wait Until Tomorrow

By: Managing Director – Family Wealth Strategist, Abbey Flaum, J.D., LL.M.       Whether you are…

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A person with long, wavy hair smiles warmly at the camera. They are wearing a dark blazer. The background is softly blurred, highlighting their friendly expression.

Homrich Berg expands Family Office Division with the addition of Lauren Vick Burthey as Director

ATLANTA–(BUSINESS WIRE)–Homrich Berg is excited to announce the addition of Lauren Vick Burthey as a Director…

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Presentation slide with the title Multiple Expansion Driving Stock Market Returns. Includes a photo of a man labeled Ross Bramwell, CFA, Principal. The logo and name Homrich Berg Wealth Management are at the bottom.

Multiple Expansion Driving Stock Market Returns in 2023

Companies began to report their quarterly earnings last week. Estimates for the S&P 500’s earnings…

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