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…
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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…
Robin Aiken, CFP® Named to Forbes America’s Top Women Wealth Advisors 2022
Congratulations to Robin Aiken, CFP® for being named to America’s Top Women Wealth Advisors, presented by Forbes. Robin has been named on this list several times now, and we could not…
Andy Berg Named To Atlanta Magazine 500 Most Powerful Leaders In 2022
Homrich Berg is pleased to announce that CEO Andy Berg was named to Atlanta Magazine 500 Most Powerful Leaders in 2022. Andy co-founded Homrich Berg in 1989 with the belief that…
Help Your Kids March Toward Financial Security, Part 1
As parents, we all want to raise kids to be independent and competent adults. We work hard to build their self-esteem, their confidence, and guide them through life’s many choices….
Help Your Kids March Toward Financial Security, Part 2
In a previous post, we talked about the importance of helping our kids March Toward Financial Security by having conversations about saving and how best to allocate a paycheck –…
Homrich Berg Acquires $1.5B RIA Oakbridge Partners
ATLANTA — April 4, 2022 — Homrich Berg (HB) is pleased to announce that the firm is expanding its presence in metro Atlanta with the addition of Oakbridge Partners, a…
Our Approach to Private Alternatives
Private alternatives have been a key part of Homrich Berg’s investment philosophy for over 25 years, and we believe they are as relevant today as they have ever been. With…
The Fed is ‘Easing Back on the Gas Pedal’ with Tapering: Analyst
The Fed may want to taper through the end of this year as they look to the future for potential interest rate hikes. Hear what Ross Bramwell, CFA, principal at…
Stock Market Turns Cautious as ‘Defensive’ Shares Surge
Despite signs pointing to an economic cooldown, CIO Stephanie Lang, CFA feels investors will continue to buy the dip and move markets forward. Read what she has to say on…
Homrich Berg Adds Two Senior Leaders In Wealth Planning Roles
Abbey Flaum and Isaac Bradley bring depth and expertise to $12B RIA ATLANTA — September 19, 2022 — Homrich Berg is excited to welcome two key client service additions as Abbey…
Cohabitating Considerations with a Significant Other
By: Kory Gildea 05/28/2021 Frequently in modern society we’re seeing couples who choose to avoid the institution of marriage while maintaining a long-term, committed relationship with their significant other. If…