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

ATLANTA and NEW YORK — July 30, 2021 — Homrich Berg is pleased to announce an investment from New Mountain […]

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

Mike Landsberg, CPA, CFP®, CPWA, PFS, principal, says one of the biggest mistakes a person can make is forgetting to […]

Homrich Berg Ranked in FA’s 2021 Annual RIA Ranking

We’re honored to be included in Financial Advisor Magazine’s 2021 Annual RIA Ranking. As the industry evolves, we’re excited to […]

How Do Governments Tax An Annuity?

Under current tax law, a beneficiary of an annuity can opt to stretch payments over many years, based on the […]

Pullback This Week and What That Means for Investors

A market selloff may be a great buying opportunity for investors. CIO Stephanie Lang, CFA joined BNN Bloomberg to discuss Monday’s pullback […]

Shirtsleeves to Shirtsleeves or Clogs to Clogs in Three Generations

By: William Mehserle 07/13/21 In the early 1700s, a phrase became an aphorism.  It came from manual workers in North […]

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 interactions an advisor has. “I think it’s […]

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

“Many people do not fully understand how annuities are taxed,” explains Todd Hall, CFP, AEP, CAP, director of financial planning […]

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

The FANMAG group of stocks within big tech has gained an average of 4.5% over the past month, but their […]

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 rate hike timelines, CIO Stephanie Lang explains there’s still […]