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Image of a presentation slide titled Markets During Election Cycles. A circular photo of a man labeled Ross Bramwell, CFA, Principal is in the center. The Homrich Berg Wealth Management logo is at the bottom.
August 2, 2024

Markets During Election Cycles

Image titled Beyond the Numbers: Navigate The College Application Process With These Eight Tips featuring sticky notes with tips: Start Early, Research Thoroughly, Utilize Counselors, Encourage Activities, Prepare for Standardized Tests, Craft a Strong Application, Stay Organized, and Understand Deadlines. Author Jimmy Trimbles photo is at the bottom.
July 22, 2024

Beyond The Numbers: Navigate The College Application Process With These Eight Tips

A person wearing glasses and a red sweater is smiling and leaning on a stack of books in a library setting. Shelves filled with books can be seen in the background.
July 22, 2024

Your College Piggy Bank – The 529 Savings Account

A woman in a denim jacket and yellow shirt is wrapping items in paper and packing them into a large box. Another person is in the background. The setting appears to be a home with more boxes visible, suggesting they are preparing to move.
July 22, 2024

Is Downsizing Or Moving Closer To Family The Right Move For Me?

Image features a banner titled HB Economic & Investment Outlook - Q2 2024. It includes photos of two men labeled Ross Bramwell, CFA, Principal, and Ford Donohue, CFA, Principal. The Homrich Berg Wealth Management logo is at the bottom.
July 19, 2024

HB Economic & Investment Outlook – Q2 2024

A modern office interior with glass walls is visible. Text on the image reads, HB Named One of Americas 2024 Top RIAs by Financial Advisor Magazine, with the initials FA prominently displayed in the center.
July 15, 2024

Homrich Berg Makes Financial Advisor Magazine’s Top RIA List Again

A promotional image for the A Great Question Can Make All the Difference series, featuring Tana Gildea, CFP®, CPA, CCFS, CDFA®, Principal at Homrich Berg Wealth Management. The question posed is #4 - What Is Your Money Story?.
July 10, 2024

“A Great Question Can Make All The Difference” Series – #4 What Is Your Money Story?

Text graphic with four black brushstroke squares, each containing different business types: Sole Proprietorships, Partnerships, LLC, and Corporations.
July 9, 2024

Evaluating Business Structures: The Pros And Cons

Infographic titled Contingency Planning For Business Owners with four sections: determining control, dividing the business, accessing liquidity, and implementing a plan. Features icons and text details. Bottom text encourages reading more.
June 24, 2024

Contingency Planning for Business Owners (Infographic)

A collage of six travel-themed photos with children is displayed against a red background. The title reads Beyond the Numbers: Six Ideas for Traveling Adventures With Kids. The bottom features author details: Jimmy Trimble, CIP, Director at Homrich Berg.
June 24, 2024

Beyond The Numbers: Six Ideas For Traveling Adventures With Kids

Infographic titled Create A Legacy Package with six steps: 1. A Piece of Paper, 2. Personal Data, 3. Advisors, 4. Envelope, 5. Financial Statements, 6. Miscellaneous. Ends with a prompt to click for more information.
June 24, 2024

Create A Legacy Package

A woman with curly hair sits cross-legged on a bed, using a tablet. She holds a notepad and is surrounded by travel items: a map, passport, hat, smartphone, and camera. The room is bright with potted plants and a bulletin board in the background.
June 24, 2024

Five Tips To Embrace Solo Travel As A Suddenly Single Woman

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