HB Cover Story in Financial Planning Magazine

We have been featured in Financial Planning Magazine’s cover story article about the great things we do to make HB a fun and rewarding place to work!

Read the full article here

ASFIP Foundation’s Market Insights Event

Recently our CIO Stephanie Spinner Lang spoke alongside two other finance and investment professionals at ASFIP Foundation’s Market Insights 2018 event, during which she touched upon topics ranging from cryptocurrencies to tax reform.

John-Taylor

John Taylor Named as one of UGA FACS 100 Centennial Honorees!

John-Taylor

Homrich Berg (HB) is proud to announce that Principal John H. Taylor, CFP®, has been named as one of the University of Georgia (UGA) College of Family and Consumer Sciences FACS 100 Centennial Honorees, honoring 100 influential individuals who positively shaped the college from its origins to present day. John received an undergraduate degree in financial planning from UGA inside the College of Family and Consumer Sciences and has remained active in the school since his graduation. He supports the UGA financial planning program through a variety of capacities including campus lectures, Microsoft Excel labs, and the alumni advisory board.

“Homrich Berg has a strong culture of financial literacy. John’s commitment to research and advancing student opportunities in financial planning is something that we’re all very proud of here at HB,” said Andy Berg, co-founder and CEO.

In February 1918, the UGA Division of Home Economics, later to become the College of Family and Consumer Sciences, was established. The college’s mission is to advance the well-being of individuals and families over their life span and strengthen communities through the generation and dissemination of knowledge, education of professionals, and provision of research-based programs.

“As we stand on the brink of celebrating 100 years of family and consumer sciences at the University of Georgia, we’re excited to announce the names of these individuals who help us celebrate and honor our history and unique contributions to the history of UGA,” said FACS Dean Linda Kirk Fox. “I am proud to join with others in recognizing these individuals who have embraced and influenced the ideals to which our college aspires, including student-centered education, research to improve the human condition, generosity and a spirit of public service. All of the Centennial Honorees and the members of the Honor Hall of Recognition are to be applauded for their contributions to our success.”

AICPA Insights

Homrich Berg Director, Mike Landsberg, serves on the AICPA’s Personal Financial Planning Executive Committee. He recently sat down with the AICPA and provided some aptly-timed comments regarding market volatility and personal financial satisfaction.

Click Here to Read the Full Interview

UGA Financial Planning Fair

A few of our associates travelled to Athens to be a part of the UGA Financial Planning, Housing, and Consumer Economics Fair today!

Client Cocktail Reception

Last night, we held our annual Client Cocktail Reception at Cherokee Town Club. We had the honor of having Chief Political Strategist, Greg Valliere, as our speaker for the evening.

Client Cocktail Party

Setting up for our annual Client Cocktail Party at the Cherokee Town Club tonight!

Quick Financial Tips for the New Year

The New Year is the perfect time to give yourself a financial checkup. Get started with these tips!