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…

Read the Article
A person wrapped in a blanket sits by a lit fireplace, holding a book and a red mug, enjoying a cozy and relaxing moment indoors.

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…

Read the Article
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…

Read the Article

Helpful Resources

Providing You With Resources to Help You Make Informed Decisions About Your Financial Life

How To Select an Advisor
Understanding Family Offices

Sign Up for Our Newsletter

A maroon graphic with gold confetti that reads: Thomas Carroll is a 2025 InvestmentNews Awards Excellence Awardee Finalist: CEO of the Year! and features the InvestmentNews Awards and Homrich Berg logos.

Thomas Carroll is a 2025 InvestmentNews Awards Excellence Awardee Finalist: CEO of the Year!

Strong leadership is the foundation of a great firm, which is why we’re proud to…

Read More

Red background with gold confetti. Text: Homrich Berg is a 2025 InvestmentNews Awards Excellence Awardee Finalist: RIA Firm of the Year! with InvestmentNews Awards logo and the number 25. Homrich Berg logo at the bottom.

Homrich Berg is a 2025 InvestmentNews Awards Excellence Awardee Finalist: RIA Firm of the Year!

We’re excited to announce that Homrich Berg is shortlisted as an Excellence Awardee finalist as…

Read More

A maroon gradient background with white text titled Leveraging Volatility: When Life Gives You Lemons… The text lists financial strategies like Roth conversions, stock options, and more to turn market downturns into planning opportunities.

Leveraging Volatility: When Life Gives You Lemons…

By: HB Wealth Planning Team As the threat of a tariff-induced trade war, inflationary pressures,…

Read More

A blog graphic titled Living Your Best Happily Ever After: Five Key Steps to a Fresh Start After Divorce lists tips and includes a photo of a smiling woman with straight brown hair, wearing a sleeveless dress.

Living Your Best Happily Ever After: Five Key Steps to a Fresh Start After Divorce

Divorce marks the end of one chapter, and the beginning of another. Whether the decision…

Read More

A professional man in a suit stands against a maroon background with white text describing the role of family offices in managing wealth, philanthropy, and educating the next generation. The blog is by Bill Bolen, CFP, CFA, HB Principal.

What Is A Family Office?

As a wealthy family, the question of whether to have a “family office” will inevitably…

Read More

A smiling woman in a blue blazer stands beside text titled Financial Spring Cleaning: Tidy Up and Take Control, with a checklist for organizing finances on a solid red background.

Financial Spring Cleaning: Tidy Up and Take Control

As flowers bloom and warmer weather rolls in, many of us turn our attention to…

Read More

A blog titled What’s Next for the C-Suite Leader: Leaving a Lasting Legacy by Jimmy Trimble. The text includes advice for retiring leaders: consider exciting roles, list unfulfilled desires, and determine mentorship goals. A man in a suit is pictured.

What’s Next For The C-Suite Leader-Leaving a Lasting Legacy

“You don’t retire from being a leader—you evolve into a different kind of one.” For…

Read More

A woman with curly hair smiles in front of a maroon background. The text discusses a blog about balancing children and aging parents as a single parent, with tips on planning, support networks, and independence.

New Year Resolution #3: Balancing Children and Aging Parents as a Single Parent in the Sandwich Generation

Navigating life as a single parent can be a significant challenge on its own, but…

Read More

A blog advertisement titled Why Comparing Yourself Financially Doesn’t Add Up by Tana Gildea. The text includes motivational quotes about financial journeys. A person is pictured in the bottom left corner. The background is maroon.

Why Comparing Yourself Financially Doesn’t Add Up

I hear it all the time: “I know I’m behind in my savings,” or “I’m…

Read More

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…

Read More

A woman with curly hair smiles against a gradient pink and purple background. Text above her reads New Year Resolution #2: Creating An Estate Plan. Five estate planning steps are listed, including naming a guardian, creating a will, and getting life insurance.

New Year Resolution #2: Creating An Estate Plan

Several of my newly single ladies have asked, “What will happen to my children if…

Read More

A man in a suit and tie is shown next to text titled, Making The Most Of Your Year-End Bonus: Strategies For Long-Term Financial Growth. The text includes financial advice, such as paying down high-interest debt and boosting contributions to savings plans.

Making The Most Of Your Year-End Bonus: Strategies For Long-Term Financial Growth

Although most of us are in the process of setting new work goals for 2025…

Read More

Want To Learn More About HB Wealth?