The American Institute of CPAs (AICPA) honored HB Director Mike Landsberg with the Personal Financial Planning (PFP) Standing Ovation for his contributions to personal financial planning! Read the Full Press…
By: Jennifer Bachelor 8/22/2019 The sale of private securities has increased significantly over the last decade. Legitimate private securities may provide increased portfolio diversification and returns. Unfortunately, this has also…
By: John Bochniak 9/6/2019 As one reaches past age 70, a lifetime of wise moves has been lived. We write today to explain another wise move for our senior clients…
ATLANTA – October 10, 2020 – 31 years ago today, Homrich Berg was founded based on a belief in fiduciary, fee-only wealth management built on core values of objectivity, teamwork,…
By Ross Bramwell 03/31/20 The reaction to the spread of the Coronavirus in the market and the economy has been both swift and significant. In response to this, we have…
03/22/20 While the markets and all of us take a deep breath after another week full of constant news updates and market swings, I wanted to take a moment to…
By Ross Bramwell 03/18/20 Public health officials are encouraging Americans to practice social distancing in an attempt to “flatten the curve.” The curve represents the number of people who contract…
By Ross Bramwell 02/05/20 Each year, we typically create a list of potential concerns for the upcoming year. However, it’s common that by year-end a previously unforeseen risk or two…
By Ross Bramwell 04/12/20 These are certainly unprecedented times. Not only have so many had to deal with the tragic loss of family members, but millions have lost their jobs…
By Ross Bramwell 04/26/20 We hope our communication this week continues to find you healthy and enjoying quality time with your family. It is hard to believe that it has…
By Ross Bramwell 03/09/20 On Monday morning, an unexpected headline in addition to coronavirus pushed stocks lower and fueled record low Treasury yields. OPEC’s alliance collapsed after last week’s meeting…
By Ross Bramwell 03/19/20 As the U.S. implements measures to “flatten the curve” of new cases, the economy is quickly feeling the impact of the resulting economic stoppage. We expect…