…visit us at homrichberg.com, send an email to info@homrichberg.com, or call 404.264.1400. Download this article. Important Disclosures This article may not be copied, reproduced, or distributed without Homrich Berg’s prior…
…was continually impressed by the thought, care, and personalized involvement that Homrich Berg advisors committed to the estate planning process for clients we shared,” Flaum said. “Like me, HB advisors…
…seen the movie: https://www.youtube.com/watch?v=SWBrM117_II https://www.youtube.com/watch?v=yKA70sI7Kt0 So at this point you may be asking how this all ties into financial planning. Well, if Tommy did attend college for seven years, hopefully…
…of those strategies dependent on depressed asset values are less compelling. However, with respect to interest rates, you may recall that the Federal Reserve had been gradually raising the Fed…
…pre-tax, meaning they reduce your taxable income, they grow tax-free, and are distributed tax-free for eligible expenses. No other savings vehicle has as many tax advantages. Medicare and Private Insurance…
…do so. The research is clear that advisors help investors keep their emotions in check and their financial plans on track. Resources: https://www.barrons.com/articles/behavioral-alpha-the-true-power-of-financial-advice-1476396872 Aon Hewitt study: https://financialengines.com/~/media/files/financialengines-2014-help-report.pdf Vanguard Study: https://homrichberg.com/wp-content/uploads/2019/03/ISGAA.pdf…
…or a big vacation to commemorate a milestone birthday or anniversary. Sometimes our clients’ resolutions are simply to straighten up their financial homes. For example, my client recently forewarned me…
…Rebalancing and Risk Management Focus on risk-adjusted returns and rebalancing over time. Monitor alignment with the client’s financial plan goals and risk comfort over time. Private Alternatives Include private investments…
…or get help planning your financial goals, please email me at gildea@homrichberg.com. Download a copy of this article here. Important Disclosures This article may not be copied, reproduced, or distributed…
…and industries. FactSet recently reported that Q2 earnings estimates have come down 35% since March 31. To put in context for the full year, the current year 2020 earnings per…
…authoritarian approach to government. You can start with the first part via this link https://www.nytimes.com/interactive/2018/11/18/world/asia/china-rules.html (may require a subscription depending on how many free articles you have read this month)….
…Family and Consumer Sciences (FACS), was established. The college’s mission is to advance the well-being of individuals and families over their life span and strengthen communities through the generation and…