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Image featuring a financial theme. Text reads, Interest rates are still a key driver of stock market returns. Includes a circular photo of a smiling man labeled Ross Bramwell, CFA, Principal above the Homrich Berg Wealth Management logo.
June 17, 2024

Interest Rates Are Still a Key Driver Of Stock Market Returns

Two women sitting at a table reviewing financial documents. One woman has a laptop open, while the other holds a paper and a calculator. Several sheets of paper and envelopes are spread across the table in a bright room.
May 29, 2024

The Unexpected Retirement: Planning Beyond The Finances

A group of adults and a child sit around a wooden table in a cozy, sunlit room. Some hold drinks, and one child plays with a toy truck. They appear engaged in a casual conversation.
May 16, 2024

Thinking Of Selling Your Family Business? Here Are Six Key Steps You Need To Take Now

Three people sit around a wooden table, engaged in discussion, looking at a laptop. Two women with curly hair are on either side of a man with glasses and a beard. The setting is a modern office with large windows.
May 15, 2024

Life’s Third Certainty: Change, And How Powers Of Appointment May Help An Estate Plan To Accommodate For It

A field of white daisies against a blue sky, with a hiker in the background holding trekking poles, blurred by depth of field.
May 14, 2024

Spring Towards Your Financial Goals

A collage spelling HEALTH with images of a salad, yoga, doctor, and gym. Text: Beyond the Numbers: Investing In Health: Advanced Personal Healthcare Options. Quote: The best investment we can make is in our health. Author: Jimmy Trimble.
May 14, 2024

Beyond The Numbers: Investing In Health: Advanced Personal Healthcare Options

A professional headshot of a man in a suit is centered on a graphic with text reading, Is the Feds 2% Inflation Goal Achievable? Below is his name, Ross Bramwell, CFA, Principal, with the Homrich Berg Wealth Management logo.
May 14, 2024

Is The Fed’s 2% Inflation Goal Achievable?

Infographic detailing 529 Plan Rollover Requirements under the SECURE 2.0 Act. It includes eligibility, procedural requirements, and tax implications, featuring Homrich Berg Wealth Management branding.
April 24, 2024

SECURE 2.0 Act 529 Plan Rollover Requirements

A 529 College Savings Plan application form is shown. A small graduation cap is placed on the top left, with a pair of glasses and a pen nearby on a white surface.
April 24, 2024

Should I Rollover 529 Funds To A Roth IRA?

A woman wearing gloves and casual clothes is raking a pile of autumn leaves on a wooden deck in a garden. She holds a red rake and is surrounded by green plants. In the background, stacked chairs and a stone wall are visible.
April 24, 2024

Spring Is Sprung

A young man with short dark hair smiles while wearing a dark suit, white shirt, and light blue tie. He stands against a blurred blue and white background, giving a professional and approachable appearance.
April 22, 2024

Homrich Berg Brings in Andrew Page as Head of Corporate Development

A group of jockeys on horseback racing on a track. Text above reads: Beyond the Numbers: Derby Day Decoded - Uncover The Thrill Of Churchill Downs For First Timers. Below, a description of the Kentucky Derby and a mention of author Jimmy Trimble.
April 19, 2024

Beyond The Numbers: Derby Day Decoded – Uncover The Thrill Of Churchill Downs For First Timers

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