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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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…

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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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A blog announcement titled The New Year and Your Money Story by Tana Gildea. Features a portrait of a smiling woman on a burgundy background with a list of financial reflection points for the new year.

The New Year And Your Money Story

The New Year is a time filled with anticipation, expectation, and possibility. Most of us…

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Slide titled The Potential Impact of Tariffs featuring a headshot of a person. Text below reads Ross Bramwell, CFA, Principal. The bottom includes the logo and name of Homrich Berg Wealth Management. Background shows a blurred office setting.

The Potential Impact Of Tariffs

There has been significant political activity under the new administration, but in the past two…

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A blog titled Caring For Aging Parents: Essential Questions And Strategies by Jimmy Trimble. It highlights factors like emotional preparation, medical advocacy, addressing mental health, financial planning, legal documents, and balancing responsibilities.

Caring For Aging Parents: Essential Questions And Strategies

As families navigate the complexities of caring for aging parents, they often face a range…

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A professional headshot of Ross Bramwell with the text How the Economy is Withstanding Higher Rates. Below the photo, it says Ross Bramwell, CFA, Principal and features the Homrich Berg Wealth Management logo.

How The Economy Is Withstanding Higher Rates

Bond yields across the globe have risen as we begin the new year, fueling concerns…

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A blog post titled New Year Resolution #1: Building A Support System by Tricia Mulcare. Below the title is a photo of a smiling woman with curly hair. The post suggests ways to sustain a support system, including joining groups and exploring online communities.

New Year Resolution #1: Building A Support System

With the new year beginning, a recently widowed young client shared that with the new…

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A man wearing glasses and a suit with a blue tie is smiling. The background is blurred, featuring soft lights.

Homrich Berg Adds Tim Tallach as Director of Advanced Tax Planning and Family Office Services

Industry veteran joins the $18B AUM RIA to expand and enhance client experience ATLANTA —…

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A group of five people smile for a selfie in Times Square, with 2023 visible in bright lights behind them. The text reads: Beyond the Numbers: Embracing the New Year With Purpose And Joy, by Jimmy Trimble, CFP®, Director at Homrich Berg.

Beyond The Numbers: Embracing the New Year With Purpose And Joy

As the clock strikes midnight on December 31, we are offered a powerful opportunity: a…

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Image of a promotional graphic for the 2025 HB Economic & Investment Outlook featuring two circular photos of individuals labeled Ross Bramwell, CFA Principal, and Ford Donohue, CFA Principal. Homrich Berg Wealth Management logo is at the bottom.

2025 Economic & Investment Outlook

In this new video, Principals Ross Bramwell and Ford Donohue cover some key economic and…

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Logos of two family offices. On the left, HB Family Office in black text with a red square and HB in white. On the right, WMS The Open Family Office in blue, teal, and green with a circular design.

Homrich Berg Brings On $6.4B RIA WMS Partners As Part of Family Office Expansion

$18B Atlanta-based RIA continues growth into the mid-Atlantic region ATLANTA — December 11, 2024 —HB…

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Three women sitting on a couch, enjoying a laugh while looking at a tablet. The woman on the left has short white hair, the middle woman has short blonde hair, and the woman on the right has shoulder-length hair. They are in a well-lit room.

New Year’s Resolutions for the Suddenly Single Woman

As one year ends and another begins, there is an opportunity to reflect, renew, and…

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A lush green landscape with a train crossing a bridge. The graphic includes text about discovering new places by train, highlighting comfort and convenience. A small photo of the articles author is on the left side.

Beyond The Numbers: Why Drive or Fly When You Can Discover New Places by Train?

For many, travel is about efficiency—getting from Point A to Point B as quickly as…

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Image of an office with a glass door displaying a recognition badge. The text says Financial Planning: Best RIAs to Work For, Homrich Berg Wealth Management. The background shows a modern office interior.

Homrich Berg Makes Financial Planning’s 2024 “Best RIAs to Work For” List

Homrich Berg is proud to be named one of Financial Planning’s “Best RIAs to Work…

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