Inflation Watch 2021: 5 Ways to Protect Your Investment Portfolio from Rising Prices

“Rather than investing directly in commodities such as gold, oil, or gas, we typically prefer to invest in the equity […]

Inflation Bets Give a Boost to Small-Cap Stocks

Even as investors feel hopeful that the Delta variant of Covid-19 could soon be in the rearview mirror, some remain […]

Homrich Berg Expands Into South Florida Market With Addition of Experienced Family Office Advisor Team

Leading $10 billion RIA adds three-advisor, family-office team to open first location outside of Atlanta region in Palm Beach ATLANTA […]

RIAs, Here are 4 Ways to Find Your Future New Hire

When it comes to recruiting new talent, there are many cost-free options to reaching young potential advisors, including working with […]

Three Ways COVID-19 Changed Mergers and Acquisitions

“The most important thing is not economics. It’s the culture fit,” explains Homrich Berg CEO Andy Berg in Schwab’s latest […]

RIA Industry M&A: Behind the Numbers

Have you read Schwab’s “RIA Industry M&A: Behind the Numbers” report? Our own Sammy Grant, principal, and Andy Berg, CEO, […]

How Organic Growth Is Powering a Pioneering RIA

32 years ago our CEO Andy Berg was a pioneer with his business partner in the RIA space. He joined […]

What is the Russell 2000 Index, and Why Should You Care?

“With innovations over the last several decades and the growth of ETFs and index funds, decreased commission costs, and increased […]

HB Named to Financial Planning’s Top 105 Fee-Only RIAs

Financial Planning’s list of Top 150 Fee-Only RIAs is chosen based on an examination of the industry’s highest ideals, which […]

Dow Up More Than 500 Points as Stock Markets Turn Positive for the Week

Markets are confident coming off this week’s Fed meeting but will fear of a collapse of China’s largest property developer […]