An Alternative Fund Solution for RIAs

Private alts are a great way for investors and advisors to add diversity to a portfolio as public markets have […]

Strong U.S. Job Gains Will Likely Push Up Fed Tapering: Strategist

“We really like to have a barbell strategy where you have some of the cyclical growth names like financials, but […]

Bonds “Stink.” Do They Still Have a Place in Client Portfolios?

Is the 60/40 allocation a thing of the past? Stephanie Lang, CIO, explains how we’re looking at alternatives and other […]

Building Your Financial Team Roster: How to Navigate the New NIL Rule by Adding the Right Advisor to Your Team

By: Joshua Vaughan, CFP® 08/06/21 A recent ruling by the U.S. Supreme Court has opened the door for amateur athletes […]

What are Private Alts and How Can Investors Access This Asset Class?

What are private alts and how can investors access this asset class? Dan Ziznewski, CFA explains this and more in […]

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 […]