Stephanie Lang on CNBC!
01/07/2019 Our CIO Stephanie Lang appeared on CNBC’s Squawk Box this morning where she talked about where the markets are heading. Click Here to See Full Interview…
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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 last week and reached a new high. The recent recovery took only four months, which…
Charitable Giving with Donor Advised Funds
05/23/2019 The Tax Cuts and Jobs Act, which took effect in 2018 was a significant tax overhaul that has impacted the way that taxpayers give to charity. The new law…
Meet Anthony Guinta
05/31/2019 If you asked Tony what he wanted to be in high school, he would have said a roadie for AC/DC. If you ask him now, he’d probably say the…
Demand For Your Dollars
06/07/2019 By: Julian Davis In today’s world of Amazon, Apple Pay, Venmo and many other convenient technologies that make it so easy (maybe too easy) to spend money without much…
Social Security Strategy: Restricted Application for Spousal Benefit
By: Jeff Rosengarten 06/14/2019 Are you between the age of 65 ½ and 70? If so, you may be leaving free money on the table from Social Security. Those who…
The US China Trade War
By: Ford Donohue 06/21/2019 For months headlines have been dominated by the US China Trade War. As an investor, it’s easy to get caught up in the day to day…
Homrich Berg Named to 2019 Financial Times 300 Top Registered Investment Advisers
June 27, 2019 – Homrich Berg is pleased to announce it has been named to the 2019 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes…
Important Information for College-Bound Children
07/12/2019 This is an exciting time for parents with children headed off to their first year of college. Over the past 18 months or so, you have been planning for…
Long-Term Care Insurance: A Basic Overview
07/19/2019 We are living in a world where health care costs are high and rising while an increasing population of aging adults is living far longer than prior generations. This…
4 Tips for Reviewing Your Life Insurance
07/26/2019 Life insurance is an important part of risk management in a financial plan, but it is not a product we typically like to think about. You may have bought…
The Importance Of An Annual Insurance Review
By: Christen Tucker 08/02/2019 Summer is here! Barbecues. Fireworks. Vacations. Makes me think of….a review of homeowners and auto insurance coverage with your insurance agent! Not what you were thinking…