Homrich Berg Announces Minority Investment from an Affiliate of New Mountain Capital

ATLANTA and NEW YORK — July 30, 2021 — Homrich Berg is pleased…

Estate Planning Checklist: 3 Key Steps to Making A Successful Plan

Mike Landsberg, CPA, CFP®, CPWA, PFS, principal, says one of…

Homrich Berg Ranked in FA’s 2021 Annual RIA Ranking

We're honored to be included in Financial Advisor Magazine’s…

How Do Governments Tax An Annuity?

Under current tax law, a beneficiary of an annuity can opt to…

Pullback This Week and What That Means for Investors

A market selloff may be a great buying opportunity for investors.…

The Big Q: How Do You Break the Ice With New Clients?

Breaking the ice with new clients can be one of the most important…

What Clients, and Advisors, Misunderstand About Annuities: Advisors' Advice

"Many people do not fully understand how annuities are taxed,"…

The Nasdaq Hit a Record. The Rally Might Just Be Getting Started.

The FANMAG group of stocks within big tech has gained an average…

CIO Stephanie Lang Returns to Yahoo!Finance to Discuss Last Week's Fed News and Today's Market Reactions

Despite the Fed's announcement last week on an update to interest…