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Homrich Berg Named to 2019 Financial Times 300 Top Registered Investment Advisers

June 27, 2019 – Homrich Berg is pleased to announce it has been named to the 2019 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes…

Homrich Berg Named to 2019 Financial Times 300 Top Registered Invesment Advisers

June 27, 2019 – Homrich Berg is pleased to announce it has been named to the 2019 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes…

Ford-Donohue

The US China Trade War

By: Ford Donohue 06/21/2019 For months headlines have been dominated by the US China Trade War. As an investor, it’s easy to get caught up in the day to day…

Jeff-Rosengarten

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…

Julian-Davis

Demand For Your Dollars

06/07/2019 By: Julian Davis In today’s world of Amazon, Apple Pay, Venmo and many other convenient technologies that make it so easy (maybe too easy) to spend money without much…

Anthony Guinta

Meet Anthony Guinta

05/31/2019 If you asked Tony what he wanted to be in high school, he would have said a roadie for AC/DC. If you ask him now, he’d probably say the…

Charitable Giving with Donor Advised Funds

05/23/2019 The Tax Cuts and Jobs Act, which took effect in 2018 was a significant tax overhaul that has impacted the way that taxpayers give to charity. The new law…

Ross Bramwell

Did You Stick To Your Plan During The Last Correction?

By: Ross Bramwell 05/10/2019 The S&P 500 fully recovered from its fourth quarter market correction last week and reached a new high. The recent recovery took only four months, which…

HB Invests in UGA Charles Schwab Financial Planning Center

ATLANTA – April 11, 2019 – Homrich Berg is excited to announce the opening of the Charles Schwab Financial Planning Center at the University of Georgia (UGA). The newly renovated…

HB Invests in UGA Charles Schwab Financial Planning Center

ATLANTA – April 11, 2019 – Homrich Berg is excited to announce the opening of the Charles Schwab Financial Planning Center at the University of Georgia (UGA). The newly renovated…

Robin Aiken

Tips For Charitable Giving

By: Robin Aiken 05/03/2019 The end of the year is typically a popular time for charitable giving. For those of you that are charitably inclined, now would be a great…

Freezing Your Child’s Credit

04/26/2019 Identity thieves are increasingly targeting children. One major reason for this disturbing trend is that criminal activity can go undetected for many years. Often it’s only later, when the…