Ford Donohue, CFA
…credit, and multi-strategy funds, among others. In addition to managing hedge fund investments, Ford leads research and due diligence of both domestic and international equities. Ford covers both ETF and…
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Meet Homrich Berg’s Newest Principals
…the community, Jeff is a member of Temple Sinai and recently served on the Board of Trustees and currently serves on the Endowment Investment Committee. Jeff is an active member…
Homrich Berg Appoints Stephanie Lang Chief Investment Officer
…the research efforts for HB’s internal private fund-of funds. She also chairs the firm’s Investment Committee. “Stephanie has done an outstanding job leading our investment group,” said Andy Berg, HB’s…
Social Security Strategy: Restricted Application for Spousal Benefit
By: Jeff Rosengarten 06/14/2019 Are you between the age of 65 ½ and 70? If so, you may be leaving free money on the table from Social Security. Those who…
Form ADV/CRS
…SEC that are called the Form ADV and Form CRS. We are providing you direct links to our Form ADV and Form CRS information on the SEC website. Homrich Berg…
HB Perspective on The Yield Curve
…inverted is the area between the 2- and 3-year Treasuries with the 5-year Treasury, as the 5-year Treasury is now yielding slightly lower than the 2- and 3-year Treasuries (see…
Mitchell Phillips, CFP®
Mitchell joined Homrich Berg in 2022. He assists HB’s Principals in their research, presentation, and implementation of planning strategies for clients. Mitchell began his career in financial services at Truist…
Spring Towards Your Financial Goals
…toward those goals to allow some spring energy to reinvigorate your goals. To learn more or get help planning your financial goals, please email me at gildea@homrichberg.com. Download this article….
Max Hurd
…exam and is currently a candidate for Level 2 of the exam. Max currently lives in Marietta and enjoys traveling, community service, participating in a book club, and spending time…
Our Approach to Private Alternatives
…topics and should not be interpreted as direct investment advice or marketing of HB services. This presentation includes third party sources which we believe are reliable but have not been…
HB Updated Commentary on Coronavirus and the Markets
…solicitation of an offer to buy any investment product. The information does not represent legal, tax, accounting or investment advice; recipients should consult their respective advisors regarding such matters. Certain…
Spring Is Sprung
…cleaning) success! To learn more or get help planning your financial goals, please email me at gildea@homrichberg.com. Download this article. Important Disclosures This article may not be copied, reproduced, or…