A Fireside Chat with Rupal J. Bhansali & Stephanie Lang, CFA
HB’s CIO Stephanie Lang , on behalf of CFA Society Atlanta, spoke with Rupal J. Bhansali of Ariel Investments about stocks and investing today. To watch the full interview click…
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Balancing Debt Repayment and Savings Amid COVID-19 Economic Uncertainty
How can you decide between saving for important goals and paying down debt balances? HB Principal Michael Landsberg, CPA, CFP®, CPWA, PFS lists out a few common rules of thumb…
Advisors Turn to Alts In Rocky 2020
Stephanie Lang, CFA spoke with Citywire RIA Magazine about how alternatives have been a reliable source of yield throughout the recent market turbulence and what this looks like for companies….
Homrich Berg Named to 2020 Financial Times 300 Top Registered Investment Advisers
ATLANTA – July 30, 2020 – Homrich Berg is pleased to announce it has been named to the 2020 edition of the Financial Times 300 Top Registered Investment Advisers. The…
Andy Berg Quoted on Industry Trends in FA Magazine
HB CEO Andy Berg quoted on industry trends in Financial Advisor article featuring interviews with industry leaders. To read the full article click here….
HB Named One of the Top 50 RIAs in the USA by FA Magazine
Homrich Berg is pleased to announce it has been named one of the Top 50 RIAs in the USA by Financial Advisor. To see the full list click here. …
Intra-Family Loans
By: Todd Hall 08/10/20 In a low-interest rate environment, loans to children or grandchildren (intra-family loans) can be an effective way of assisting family members while keeping wealth within the…
Adam Fuller Offers Thoughts on Charitable Giving
HB Principal Adam Fuller, CFA, CFP® offers thoughts on charitable giving in recent Atlanta Business Chronicle article….
Homrich Berg Named to Barron’s 2020 Top 100 RIA Firms
Homrich Berg is proud to announce being named to the Barron’s Magazine 2020 list of America’s Top 100 RIA Firms. HB is #42 on this list of the top independent…
Building Financial Independence in Your College-Aged Children
By: Kory Gildea 09/18/20 For many people, college is viewed as a place and time of freedom and independence. Students enter as naïve teens, and leave as adults ready to…
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….
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…