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A professional man in a suit is shown on the right. The text on a red gradient background discusses considerations for starting a single-family office, promoting a blog by Bill Bolen, CFP, CFA, HB Principal.

May 7, 2025

Should I Have My Own Single-Family Office? What NOT To Consider For That Decision

A blog header with the title “New Year Resolution #4: Navigating Medicare and Healthcare as a Single Person” and a list of healthcare tips. On the right is a woman with wavy hair smiling against a maroon gradient background.

May 6, 2025

New Year Resolution #4: Navigating Medicare and Healthcare as a Single Person

A business professional in a suit stands against a gradient burgundy background with text explaining the differences between single-family offices and multi-family offices for managing family wealth.

April 30, 2025

What Is A Single-Family Office Vs. A Multi-Family Office?

A maroon graphic with gold confetti that reads: Thomas Carroll is a 2025 InvestmentNews Awards Excellence Awardee Finalist: CEO of the Year! and features the InvestmentNews Awards and Homrich Berg logos.

April 29, 2025

Thomas Carroll is a 2025 InvestmentNews Awards Excellence Awardee Finalist: CEO of the Year!

April 29, 2025

Homrich Berg is a 2025 InvestmentNews Awards Excellence Awardee Finalist: RIA Firm of the Year!

A maroon gradient background with white text titled Leveraging Volatility: When Life Gives You Lemons… The text lists financial strategies like Roth conversions, stock options, and more to turn market downturns into planning opportunities.

April 24, 2025

Leveraging Volatility: When Life Gives You Lemons…

A blog graphic titled Living Your Best Happily Ever After: Five Key Steps to a Fresh Start After Divorce lists tips and includes a photo of a smiling woman with straight brown hair, wearing a sleeveless dress.

April 23, 2025

Living Your Best Happily Ever After: Five Key Steps to a Fresh Start After Divorce

A professional man in a suit stands against a maroon background with white text describing the role of family offices in managing wealth, philanthropy, and educating the next generation. The blog is by Bill Bolen, CFP, CFA, HB Principal.

April 23, 2025

What Is A Family Office?

A smiling woman in a blue blazer stands beside text titled Financial Spring Cleaning: Tidy Up and Take Control, with a checklist for organizing finances on a solid red background.

April 16, 2025

Financial Spring Cleaning: Tidy Up and Take Control

A blog titled What’s Next for the C-Suite Leader: Leaving a Lasting Legacy by Jimmy Trimble. The text includes advice for retiring leaders: consider exciting roles, list unfulfilled desires, and determine mentorship goals. A man in a suit is pictured.

April 7, 2025

What’s Next For The C-Suite Leader-Leaving a Lasting Legacy

A woman with curly hair smiles in front of a maroon background. The text discusses a blog about balancing children and aging parents as a single parent, with tips on planning, support networks, and independence.

April 3, 2025

New Year Resolution #3: Balancing Children and Aging Parents as a Single Parent in the Sandwich Generation

A blog advertisement titled Why Comparing Yourself Financially Doesn’t Add Up by Tana Gildea. The text includes motivational quotes about financial journeys. A person is pictured in the bottom left corner. The background is maroon.

April 1, 2025

Why Comparing Yourself Financially Doesn’t Add Up

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