After A Loss, Take Control Of Your Finances
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…
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The Fed’s Path To A Soft Landing
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…
“A Great Question Can Make All The Difference” Series: #2 Life & Disability Insurance
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:…
Estate Planning; A New Year’s Reminder Of Where We Are, Where We Are Going, And What To Consider
It seems like it was just yesterday that the 2017 Tax Cuts and Jobs Act was passed, aiming to usher in relief for middle-income Americans. Some of the act’s changes…
“Basis” – What Is It And Why Does It Matter?
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…
Atlanta Business Chronicle has named us as one of the 2023 Best Places to work in Atlanta!
We’re proud to be recognized as a business that appreciates our employees and their contributions for the fourth year. Take a look here for the lists and methodology Quantum Workplace…
Financial Planning recently released its 20 largest fee-only RIAs
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…
Named #35 of Barron’s Top 100 RIA Firms of 2023
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…
Homrich Berg Moves Forward with Leadership Transition Plan
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…
Alphabet’s AI partnerships ‘a good start’ -CIO
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…
Family Offices: Does Your Client Need One?
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…
Homrich Berg expands Southeast Presence
ATLANTA–(BUSINESS WIRE)–Homrich Berg (HB) is pleased to announce its expanded presence in the Southeast with the addition of Calvary Wealth, a $145 million RIA based in Augusta, GA and Columbia, SC. The…