Intra-Family Loans

By: Todd Hall 08/10/20 In a low-interest rate environment, loans to children or grandchildren (intra-family loans) can be an effective […]

HB Named One of the Top 50 RIAs in the USA by FA Magazine

Homrich Berg is pleased to announce it has been named one of the Top 50 RIAs in the USA by […]

Andy Berg Quoted on Industry Trends in FA Magazine

HB CEO Andy Berg quoted on industry trends in Financial Advisor article featuring interviews with industry leaders. To read the […]

Homrich Berg Named to 2020 Financial Times 300 Top Registered Investment Advisers

ATLANTA – July 30, 2020 – Homrich Berg is pleased to announce it has been named to the 2020 edition […]

Advisors Turn to Alts In Rocky 2020

Stephanie Lang, CFA spoke with Citywire RIA Magazine about how alternatives have been a reliable source of yield throughout the […]

Balancing Debt Repayment and Savings Amid COVID-19 Economic Uncertainty

How can you decide between saving for important goals and paying down debt balances? HB Principal Michael Landsberg, CPA, CFP®, […]

A Fireside Chat with Rupal J. Bhansali & Stephanie Lang, CFA

HB’s CIO Stephanie Lang , on behalf of CFA Society Atlanta, spoke with Rupal J. Bhansali of Ariel Investments about […]

HB Perspective: Stimulus Helping To Fuel Lofty Stock Valuations

By Ross Bramwell 06/08/20 The Fed’s actions are a combination of lessons learned from the 2008 financial crisis and new […]

Playbook for A Low-Rate Environment

By Ross Bramwell 06/01/20 While much of our communication to date has focused on the impact of the COVID-19 virus […]

Andy Berg Weighs in on Financial Planning During and After a Pandemic

Andy Berg spoke with the Atlanta Business Chronicle about some of the issues high-net-worth clients are concerned about, and offered […]