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…
Advisors want a custodian “that will do what it can to help you grow,” says Andy Berg, HB’s CEO. More insight on how multiple custodians can benefit RIAs via Barron’s…
Despite the Fed’s announcement last week on an update to interest rate hike timelines, CIO Stephanie Lang explains there’s still a lot of momentum for the economy moving forward. Watch…
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…
What are private alts and how can investors access this asset class? Dan Ziznewski, CFA explains this and more in Rethinking65 About Homrich Berg Founded in 1989, Atlanta-based Homrich Berg…
We are proud to announce that we made Atlanta Business Chronicle’s 2021 Best Places to Work List. Check out our careers page to see just why HB is the best…
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…
Private alts are a great way for investors and advisors to add diversity to a portfolio as public markets have narrowed over the years. Check out what our approach is…
“We really like to have a barbell strategy where you have some of the cyclical growth names like financials, but then have a barbell with tech names that are more…
Is the 60/40 allocation a thing of the past? Stephanie Lang, CIO, explains how we’re looking at alternatives and other ways to diversify from typical bond exposure in Barron’s. …
By: Joshua Vaughan, CFP® 08/06/21 A recent ruling by the U.S. Supreme Court has opened the door for amateur athletes to make money from their name, image, and likeness (NIL)…
ATLANTA and NEW YORK — July 30, 2021 — Homrich Berg is pleased to announce an investment from New Mountain Strategic Equity I, L.P., an affiliate of private equity firm…