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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Aerial view of an industrial area with factories, warehouses, and smokestacks under a blue sky with wispy clouds. Roads separate the buildings, and some smoke can be seen rising in the distance.

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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A man in a white coat touching a womans shoulder.

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 collage spelling HEALTH with images of a salad, yoga, doctor, and gym. Text: Beyond the Numbers: Investing In Health: Advanced Personal Healthcare Options. Quote: The best investment we can make is in our health. Author: Jimmy Trimble.

Beyond The Numbers: Investing In Health: Advanced Personal Healthcare Options

Although HB usually focuses on a different type of currency, in this article we’re focusing…

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A professional headshot of a man in a suit is centered on a graphic with text reading, Is the Feds 2% Inflation Goal Achievable? Below is his name, Ross Bramwell, CFA, Principal, with the Homrich Berg Wealth Management logo.

Is The Fed’s 2% Inflation Goal Achievable?

A strong job market continues to create challenges for the Fed to reach its 2%…

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Infographic detailing 529 Plan Rollover Requirements under the SECURE 2.0 Act. It includes eligibility, procedural requirements, and tax implications, featuring Homrich Berg Wealth Management branding.

SECURE 2.0 Act 529 Plan Rollover Requirements

Download this infographic. To learn more about these requirements, please read this blog. If you…

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A 529 College Savings Plan application form is shown. A small graduation cap is placed on the top left, with a pair of glasses and a pen nearby on a white surface.

Should I Rollover 529 Funds To A Roth IRA?

One of the most talked about provisions of the SECURE 2.0 Act is the ability…

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A woman wearing gloves and casual clothes is raking a pile of autumn leaves on a wooden deck in a garden. She holds a red rake and is surrounded by green plants. In the background, stacked chairs and a stone wall are visible.

Spring Is Sprung

As we skip into springtime, we turn our attention to cleaning up our yards and…

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A young man with short dark hair smiles while wearing a dark suit, white shirt, and light blue tie. He stands against a blurred blue and white background, giving a professional and approachable appearance.

Homrich Berg Brings in Andrew Page as Head of Corporate Development

$16B Atlanta-based RIA adds leader focused on strategic acquisitions and advisor additions ATLANTA — April…

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A group of jockeys on horseback racing on a track. Text above reads: Beyond the Numbers: Derby Day Decoded - Uncover The Thrill Of Churchill Downs For First Timers. Below, a description of the Kentucky Derby and a mention of author Jimmy Trimble.

Beyond The Numbers: Derby Day Decoded – Uncover The Thrill Of Churchill Downs For First Timers

The Kentucky Derby isn’t just a horse race; it’s a blend of competition, thrills, and…

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A long, straight road with the words CAREER PATH written on it stretches into the distance. The road is surrounded by green grass under a clear blue sky, symbolizing direction and opportunities.

Charting A New Course Professionally For The Suddenly Single Woman

Embarking on a solo journey after a significant life change such as divorce or becoming…

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Slide with the title The Impact of Stimulus on Recent Economic Activity featuring a portrait of a man labeled Ross Bramwell, CFA, Principal, and the Homrich Berg Wealth Management logo at the bottom.

The Impact of Stimulus on Recent Economic Activity

Since the Fed first signaled in early November that the rate hike cycle was likely…

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A graphic titled Beyond the Numbers: Four Tips For Protecting Your Familys Digital Legacy shows icons for free Wi-Fi, password security, updates, and phishing. Photos of two individuals with titles are at the bottom against a maroon background.

Beyond The Numbers: Four Tips For Protecting Your Family’s Digital Legacy

In an era where our lives are increasingly digitized, the importance of personal security and…

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A man with a bald head, wearing a dark suit, white shirt, and red tie, smiles at the camera. The background is blurred with soft lighting.

Homrich Berg Welcomes Michael A. Woocher as New Chief Advisory Officer and Principal

Experienced executive and advisor joins the senior leadership team of $16B Atlanta-based RIA with a…

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Graphic titled HB Economic & Investment Outlook - Q1 2024 featuring two circular photos of individuals, Ross Bramwell and Ford Donohue, both labeled as Principals with the CFA designation. Logo for Homrich Berg Wealth Management at the bottom.

HB Economic & Investment Outlook – Q1 2024

Principals Ross Bramwell and Ford Donohue discuss inflation, the jobs market, the “Magnificent 7” stocks,…

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