Insights & News

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 that was created by the government shutdown. However, in today’s world of accessibility to lots of data, there are still…

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Navigating the Holidays: Finding Meaning, Creating New Traditions, and Honoring Your Healing

For many of my clients, the holidays represent a time of warmth, togetherness, and celebration. When you are newly single (whether through divorce or the loss of your spouse), this season can stir up feelings…

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A collage of three professionally dressed people: a smiling woman with long brown hair on the left, and two smiling men in suits on the right, each shown in separate portrait frames with blurred office backgrounds.

HB Wealth Strengthens Investment Leadership with Appointment of Gina Martin Adams as Chief Market Strategist and Key Investment Promotions

Adams will be joining newly appointed CIO Joel Houck and Deputy CIO Ford Donohue in guiding HB Wealth’s investment philosophy, market outlook, and portfolio strategies ATLANTA – Nov. 10, 2025 — HB Wealth, one of…

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Two men in an orchard, one older with a hat writing on a clipboard, the other holding a wooden crate of apples and smiling, surrounded by apple trees in soft sunlight.

The Leadership Legacy: Beyond Wealth, What Will Your Family Inherit?

The wealth of a family isn’t measured just in dollars—it’s measured in values, vision, and…

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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 person holds up a black graduation cap with an orange tassel against a bright, blurred outdoor background, symbolizing achievement and celebration.

What Is Your Graduate Graduating To?

For many, the end of the school year marks the season of graduations. It’s a…

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A blog graphic with the title Planning For Summer Break As A Single Mom by Tricia Mulcare. Text offers advice for single moms during summer. At the bottom right is a smiling woman with wavy hair in front of a red gradient background.

Planning for Summer Break As A Single Mom

Summer break is just around the corner, and as a newly single mom, you might…

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A smiling woman with shoulder-length blonde hair stands in front of a maroon background with text congratulating graduates and offering financial advice for education savings.

Congratulations, Graduates!

Cheers to you and your parents for reaching this exciting milestone! For Parents of College…

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A promotional graphic for a blog titled The Inheritance Dilemma: How To Leave Wealth Without Leaving Ruin, featuring text about estate planning and a smiling woman with straight brown hair on a pink gradient background.

The Inheritance Dilemma: How To Leave Wealth Without Leaving Ruin

Having practiced estate planning law for nearly two decades, I have come to strongly believe…

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A man in a suit stands in front of a pink-red gradient background with text discussing whether a multi-family office (MFO) firm can deliver single-family office (SFO) services, featuring a blog by Bill Bolen, CFP®, CFA.

How Do You Know If Your MFO Firm Can Really Deliver SFO Services?

In prior blogs in this HB Family Office series, we have talked about the definition…

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A business blog graphic titled Pros And Cons Of A Single-Family Office (SFO) Vs. A Multi-Family Office (MFO) with a photo of a man in a suit against a red background and blog details listed on the left.

Pros And Cons Of A Single-Family Office (SFO) Vs. A Multi-Family Offices (MFO)

In past blogs, we have reviewed what it means to have a family office of…

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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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A professional man in a suit is shown on the right. The text on a red gradient background discusses considerations for starting a single-family office, promoting a blog by Bill Bolen, CFP, CFA, HB Principal.

Should I Have My Own Single-Family Office? What NOT To Consider For That Decision

At some point, most wealthy families are told by somebody at a party, conference, or…

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A blog header with the title “New Year Resolution #4: Navigating Medicare and Healthcare as a Single Person” and a list of healthcare tips. On the right is a woman with wavy hair smiling against a maroon gradient background.

New Year Resolution #4: Navigating Medicare and Healthcare as a Single Person

While many types of insurance coverage are important, perhaps the one at the top of…

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A business professional in a suit stands against a gradient burgundy background with text explaining the differences between single-family offices and multi-family offices for managing family wealth.

What Is A Single-Family Office Vs. A Multi-Family Office?

Having better defined a family office in our last communication, if interested in family office…

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