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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A promotional image for the A Great Question Can Make All the Difference series, featuring Tana Gildea, CFP®, CPA, CCFS, CDFA®, Principal at Homrich Berg Wealth Management. The question posed is #4 - What Is Your Money Story?.

“A Great Question Can Make All The Difference” Series – #4 What Is Your Money Story?

Knowing your money story can help you make appropriate financial decisions. In Tana Gildea’s next…

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Text graphic with four black brushstroke squares, each containing different business types: Sole Proprietorships, Partnerships, LLC, and Corporations.

Evaluating Business Structures: The Pros And Cons

Family businesses often start small with simple business and tax structures. However, as businesses expand,…

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A graphic with Atlanta Business Chronicle and No. 15 Atlantas 2024 Best Places to Work in bold text over a blurred office lobby background with a red border.

Atlanta Business Chronicle’s 2024 Best Places to Work – No. 15

Atlanta Business Chronicle has named us one of Atlanta’s 2024 Best Places to Work! We’re…

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Infographic titled Contingency Planning For Business Owners with four sections: determining control, dividing the business, accessing liquidity, and implementing a plan. Features icons and text details. Bottom text encourages reading more.

Contingency Planning for Business Owners (Infographic)

Download this infographic. Click here to learn more about creating your contingency plan: https://hbwealth.com/contingency-planning-for-business-owners/

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A collage of six travel-themed photos with children is displayed against a red background. The title reads Beyond the Numbers: Six Ideas for Traveling Adventures With Kids. The bottom features author details: Jimmy Trimble, CIP, Director at Homrich Berg.

Beyond The Numbers: Six Ideas For Traveling Adventures With Kids

Adventure travel with children or grandchildren can transform a simple vacation into an exhilarating journey,…

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Infographic titled Create A Legacy Package with six steps: 1. A Piece of Paper, 2. Personal Data, 3. Advisors, 4. Envelope, 5. Financial Statements, 6. Miscellaneous. Ends with a prompt to click for more information.

Create A Legacy Package

Download this infographic. Click here to learn more about creating your legacy package: https://hbwealth.com/avoid-leaving-behind-the-proverbial-mess-information-to-assemble-for-your-loved-ones-now-for-after-youre-gone/

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A woman with curly hair sits cross-legged on a bed, using a tablet. She holds a notepad and is surrounded by travel items: a map, passport, hat, smartphone, and camera. The room is bright with potted plants and a bulletin board in the background.

Five Tips To Embrace Solo Travel As A Suddenly Single Woman

The prospect of traveling alone after a significant life event (such as divorce or the…

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Image featuring a financial theme. Text reads, Interest rates are still a key driver of stock market returns. Includes a circular photo of a smiling man labeled Ross Bramwell, CFA, Principal above the Homrich Berg Wealth Management logo.

Interest Rates Are Still a Key Driver Of Stock Market Returns

The Federal Reserve once again kept its key rate unchanged at its June 12th meeting….

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Two women sitting at a table reviewing financial documents. One woman has a laptop open, while the other holds a paper and a calculator. Several sheets of paper and envelopes are spread across the table in a bright room.

The Unexpected Retirement: Planning Beyond The Finances

When envisioning retirement, many of us picture a phase of life marked by relaxation, travel,…

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A group of adults and a child sit around a wooden table in a cozy, sunlit room. Some hold drinks, and one child plays with a toy truck. They appear engaged in a casual conversation.

Thinking Of Selling Your Family Business? Here Are Six Key Steps You Need To Take Now

Some businesses are family-owned for generations, but keeping a business in the family is not…

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Three people sit around a wooden table, engaged in discussion, looking at a laptop. Two women with curly hair are on either side of a man with glasses and a beard. The setting is a modern office with large windows.

Life’s Third Certainty: Change, And How Powers Of Appointment May Help An Estate Plan To Accommodate For It

They say that the two certainties in life are death and taxes, but change must…

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Spring Towards Your Financial Goals

Spring is my favorite time of the year. The gloom and cold of winter rains…

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