Inflation Bets Give a Boost to Small-Cap Stocks
Even as investors feel hopeful that the Delta variant of Covid-19 could soon be in the rearview mirror, some remain wary of economically sensitive market sectors. Read what CIO Stephanie…
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Inflation Watch 2021: 5 Ways to Protect Your Investment Portfolio from Rising Prices
“Rather than investing directly in commodities such as gold, oil, or gas, we typically prefer to invest in the equity of companies that might benefit from a rise in the…
Principal Ross Bramwell joined Yahoo!Finance to Discuss the Infrastructure Bill’s Impact on the Markets
The full investment from the government infrastructure bill won’t be realized for several years. Ross Bramwell, CFA, Principal at HB, is focused on earnings, The Fed and inflation when it…
CIO Stephanie Lang Cautions Investors About the Recent EV Rally
EV companies have rallied recently, but CIO Stephanie Lang, CFA cautions that when valuations are stretched and without basis, things could end badly for investors. Read her take on the…
Homrich Berg Expands Management Team, Adding Chief Risk Officer Kruti Bolick and VP of Operations Randy Schultz
Leading Southeast RIA adds key personnel to support next phase of growth & infrastructure ATLANTA — December 16, 2021 — Homrich Berg (HB) is expanding its internal infrastructure with the…
Slower Growth in Q3 Due to Delta Variant and Supply Chain Shortages
CIO Stephanie Lang, CFA joining Bloomberg BNN to talk about today’s CPI data, and other risks to the market. The good news? Watch the segment to hear what she has…
Everyone Is Moving to Florida. What That Means for Financial Advisors and Their Clients.
As many RIAs migrate to Florida, we always knew it was a natural fit for our expansion out of Georgia. Read more about this trend and our very own President…
Meet Homrich Berg’s Newest Principals
Homrich Berg (HB) is pleased to announce the appointment of Ford Donohue, Jeff Rosengarten and Dan Ziznewski as the newest Principals for the firm. “Ford, Jeff, and Dan are important…
Stocks Ended Today With a Nice Bounce. Certainty From the Fed Made a Big Difference.
CIO Stephanie Lang says markets may be bracing for Fed policy changes, which is why we’ve seen a slight flattening of the yield curve. Read the full piece by Jacob…
What to Do When Your Married Clients Can’t Agree on Retirement Planning
Sometimes retirement planning can cause friction for otherwise-happy couples. Mike Landsberg, Principal at Homrich Berg, says one of these key stress points is when to take Social Security payments. Read…
Understanding Lifestyle Creep — and How to Avoid it
As you make more money, it’s important to be mindful of lifestyle creep. But Principal Robin Aiken, CFP® also explains it’s OK to allow the occasional indulgence. Read more via…
HB Invests in Risk Management Expertise
Our new Chief Risk Officer Kruti Bolick discusses the proactive approach we’re taking to risk management as we pass $10B in AUM and expand outside the Atlanta region via RIABiz…