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CIO Stephanie Lang, CFA Participates in Vanguard Roundtable

HB CIO Stephanie Lang, CFA participated in a roundtable and spoke with Vanguard on insights for tough client questions. Click here to read the full article….

Homrich Berg Financial Planning Update

By Ross Bramwell 04/19/20   We hope this message continues to find you in good health and enjoying quality time with your family in these unusual times. Our team continues…

HB Perspective: Has the Wall Street Economy Become Disconnected from Main Street?

By Ross Bramwell 05/11/20 As a majority of states have now begun a phased reopening, we continue to hope that you and your family are well and healthy. We often…

Andy-Berg

A Message From Andy Berg

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…

HB Perspective on “Flattening the Curve” and the Markets

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…

HB Perspective on Coronoavirus Outbreak

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…

HB Perspective on Fiscal Stimulus and Deficits

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…

HB Perspective on Market Expectations and U.S. GDP

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…

HB Perspective on OPEC’s Price War and the Markets

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…

HB Perspective on Taking Action in Times of Volatility

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…

HB Perspective on the Markets and Coronavirus – Audio Commentary

By Ross Bramwell 03/03/20 We felt that it’s important that we continue to communicate with you given the current market turmoil surrounding the coronavirus. Below is a link to an…

HB Perspective on the Stock Market Turmoil

By Ross Bramwell 03/12/20 Investors are currently trying to estimate the duration of the coronavirus’ impact. Markets like clarity, but it’s currently a struggle to value stocks when there is…