Tax Benefits for Homeowners
If you own a home, you’re eligible for several special tax breaks. But many of these rules changed over the past few years, especially after the Tax Cuts and Jobs…
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HB Perspective on the GameStop Short Squeeze Headlines
By: Ross Bramwell, CFA 02/02/2021 As the company GameStop and the term “short-squeeze” have become the center of headlines in the media recently, we wanted to give a little background…
Andy Berg Named To Atlanta Magazine 500 Most Powerful Leaders In 2021
ATLANTA – February 5, 2021 – Homrich Berg is pleased to announce that CEO Andy Berg was named to Atlanta Magazine 500 Most Powerful Leaders in 2021. Andy is co-founder…
Robin Aiken, CFP® Named to Forbes Best-In-State Wealth Advisors 2021
Congratulations to Robin Aiken, CFP® for being named to the 2021 Forbes Best-In-State Wealth Advisors list for Atlanta high net worth. For a complete list of the criteria used for…
Andy Berg, CFP® Named to Forbes Best-In-State Wealth Advisors 2021
Congratulations to Andy Berg, CFP® for being named #1 to the 2021 Forbes Best-In-State Wealth Advisors list for Atlanta high net worth. For a complete list of the criteria used…
Robin Aiken, CFP® Named to Forbes America’s Top Women Wealth Advisors 2021
Congratulations to Robin Aiken, CFP® for being named to America’s Top Women Wealth Advisors, presented by Forbes. This is a true testament to her dedication to guiding successful women towards…
Homrich Berg Onboards Wealth Advisor Emily Bentley to Elevate Family Office
ATLANTA — April 5, 2021 — Homrich Berg (HB) continues to cultivate a deep bench of seasoned wealth management professionals with the addition of Emily Bentley. Bentley, who has spent…
Homrich Berg Announces Jamie Hennessy as CFO
ATLANTA — May 11, 2021 — Homrich Berg is pleased to announce the addition of Jamie Hennessy as its new Chief Financial Officer. He replaces Tony Guinta, who is stepping…
Gray Divorce and Where to Start
Gray divorce is becoming more common among older Americans. While the financial implications are a big hurdle to navigate, HB’s Tricia Mulcare explains,” The first step I always tell my…
CIO Stephanie Lang Provides Insight Into Where Investors Can Look for Higher Earnings in Barron’s
Growth equities may have slid yesterday, but value stocks fared much better. CIO Stephanie Lang provides insight into where investors can look for higher earnings in Barron’s. About Homrich Berg…
How Investors Can Determine if a Mega Backdoor Roth Is Right for Them
Adam Fuller, CFA, CFP, principal at Homrich Berg, explains how investors can determine if a mega backdoor Roth is right for them. Read the full article in U.S. News &…
CIO Stephanie Lang Discusses the Index’s Most Recent Rotation Into Value Stocks with WSJ
Today marks the 125th anniversary of the Dow Jones Industrial Average! With ups and downs over the decades, CIO Stephanie Lang discusses the index’s most recent rotation into value stocks…