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Homrich Berg announces minority investment from an affiliate of New Mountain Capital
July 29, 2021

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

A pen rests on an official document titled Last Will and Testament, with a focus on Article I regarding funeral expenses and debt payment, placed on a dark surface.
July 27, 2021

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

Transparent office entrance with text overlay: FINANCIAL ADVISOR FA. HB Named to 2021 Annual RIA Ranking.
July 26, 2021

Homrich Berg Ranked in FA’s 2021 Annual RIA Ranking

A dramatic view of the United States Capitol building under a cloudy sky. The image features the grand staircase leading up to the impressive façade, with its iconic dome and classic architectural columns.
July 23, 2021

How Do Governments Tax An Annuity?

Blurred image of several American flags in front of a building, with a prominent Wall Street sign in focus. Warm sunlight creates a soft glow, lending a historic and financial atmosphere.
July 21, 2021

Pullback This Week and What That Means for Investors

A couple sits at a table with a man in a suit, smiling and discussing over papers. The scene is in a modern office with large windows and shelves in the background, suggesting a collaborative meeting or consultation.
July 1, 2021

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

A woman with gray hair and glasses is sitting at a table, holding a document in one hand and using a calculator with the other. A laptop and potted plant are on the table, and soft light filters through a window in the background.
June 29, 2021

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

A smartphone displays the Nasdaq logo in white and blue against a blurred background of the Nasdaq sign in neon lights. The image suggests a focus on financial markets or stock exchange.
June 24, 2021

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

A woman with long blonde hair is smiling at the camera. She is wearing a dark sleeveless top. The background is blurred, showing indistinct tall buildings.
June 22, 2021

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

A golfer wearing a white shirt and gray pants swings a club on a sunny golf course. The sun is setting in the background, casting a warm glow over the green landscape bordered by trees.
June 17, 2021

Principal Drew Klepchick, CFP® Spoke with Insider Magazine About Advising Pro Athletes

Andy-Berg
June 7, 2021

Schwab, Fidelity, or Both? Why Some Advisors Use Multiple Custodians

A document titled Cohabitation Agreement rests on a wooden surface. Nearby, a pair of glasses is partially visible, suggesting review or signing. The scene is well-lit, emphasizing the importance of the paperwork.
May 27, 2021

Cohabitating Considerations with a Significant Other

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