Insights & News

Beyond the Deal: The Emotional and Behavioral Realities of Selling a Business

Selling a business is often framed as a financial milestone, a liquidity event that rewards years or decades of effort. For established business owners, that framing is incomplete. The emotional and behavioral aspects of selling…

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Markets Brace for Tech Shift and a Potential Fed Rate Hike

Investors are repositioning as two major forces reshape the market outlook. Gina Martin Adams, Chief Market Strategist at HB Wealth, recently spoke with Reuters to discuss in two short videos. Gina says a wave of…

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Gina Martin Adams on Tech, Oil, and Rate-Hike Risk

Gina Martin Adams, Chief Market Strategist, spoke with Jim Puplava in a recent episode of the “Financial Sense” podcast. In the episode, Gina outlines why markets often weaken in summer and says that this year…

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Julian-Davis

Demand For Your Dollars

06/07/2019 By: Julian Davis In today’s world of Amazon, Apple Pay, Venmo and many other…

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Anthony Guinta

Meet Anthony Guinta

05/31/2019 If you asked Tony what he wanted to be in high school, he would…

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Two people holding a tablet displaying images of smiling children and a Donate button. The screen has the text Make a Difference at the top. One person points at the tablet.

Charitable Giving with Donor Advised Funds

05/23/2019 The Tax Cuts and Jobs Act, which took effect in 2018 was a significant…

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Ross Bramwell

Did You Stick To Your Plan During The Last Correction?

By: Ross Bramwell 05/10/2019 The S&P 500 fully recovered from its fourth quarter market correction…

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HB Invests in UGA Charles Schwab Financial Planning Center

ATLANTA – April 11, 2019 – Homrich Berg is excited to announce the opening of…

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A group of people stands in front of a building, holding a long red ribbon for a ribbon-cutting ceremony. They are all dressed in formal attire.

HB Invests in UGA Charles Schwab Financial Planning Center

ATLANTA – April 11, 2019 – Homrich Berg is excited to announce the opening of…

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Robin Aiken

Tips For Charitable Giving

By: Robin Aiken 05/03/2019 The end of the year is typically a popular time for…

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A computer keyboard with a blue key labeled CREDIT FREEZE, featuring a small padlock icon, amidst standard white keys.

Freezing Your Child’s Credit

04/26/2019 Identity thieves are increasingly targeting children. One major reason for this disturbing trend is…

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Patrick-McGonigle

Financial Planning For Law Partners

By: Patrick McGonigle 04/11/2019 It is difficult to manage a successful practice while balancing family…

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A busy multi-lane highway with cars heading in both directions. The road is flanked by trees and tall buildings under a clear blue sky. An overpass crosses the highway in the background.

Reshaping HB’s Commute Experience

04/05/2019 In June 2018, Homrich Berg moved into a new custom-made office, perfectly fit for…

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Kevin Kraus

Your Safe Travel Cyber Checklist

By: Kevin Kraus 03/29/2019 Do you have your summer travels planned yet? As you prepare…

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Tricia Mulcare

Four Steps For The Suddenly Single Spouse Unsure About Finances

By: Tricia Mulcare 03/21/2019 After a spouse passes away or a couple divorces, the “suddenly…

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