Congratulations to Robin Aiken for ranking #7 out of 44 within Georgia for Forbes/SHOOK’s 2024 Top Women Wealth Advisors Best-In-State! Click here to review the full list: https://bit.ly/4bxgp8c and to read the…
After a spouse passes away or a couple divorces, the “suddenly single” spouse may find the prospect of handling finances complicated and daunting. The financial industry is full of phrases…
In early November, the Federal Reserve pivoted in its messaging indicating that after a historic rate hiking cycle, the Fed’s next move is likely a rate cut. This fueled a…
As part of our series to help suddenly single women, we have a new video by Tana Gildea that discusses whether you may need life and/or disability insurance. Watch here: https://youtu.be/6g2wZypJg6Y?si=BbO8bMzjE-MRf1rh….
As parents, we want our kids to become self-sufficient, thriving adults, and part of that “want” is for them to be financially independent, responsible, and on the path to creating…
Companies began to report their quarterly earnings last week. Estimates for the S&P 500’s earnings are still forecasted to decline over 6%, which would mark the third consecutive quarterly decline….
In this short video, Abbey Flaum explains the term “basis” when referring to an asset. It is important to understand this term and how it will affect your assets and…
Financial Planning recently released its 20 largest fee-only RIAs, ranked by AUM list for 2023. We are excited to rank #11 out of #20! Click here to read more, see…
We’re proud to share that we have been named #35 of Barron’s Top 100 RIA Firms of 2023! We’re honored to be included on this list and look forward to continuing to…
Internal succession plan sees Thomas Carroll move from President to CEO, succeeding co-founder Andy Berg ATLANTA – September 12, 2023 – Thirty-four years after Andy Berg co-founded Homrich Berg, one…
At its Google Next conference in San Francisco, Alphabet announced new AI tools and partnerships as it attempts to compete with Microsoft’s ChatGPT. Our CIO Stephanie Lang shares insight on…
Even if the answer is no, many conversations and best practices used by family offices will help your UHNW (and non-UHNW) clients. By Jerilyn Klein Editor’s Note: The United States has an…