Markets are confident coming off this week’s Fed meeting but will fear of a collapse of China’s largest property developer influence investors? Our CIO Stephanie Lang, CFA weighs in via…
“With innovations over the last several decades and the growth of ETFs and index funds, decreased commission costs, and increased market liquidity, it’s become easier to get access to this…
Even as investors feel hopeful that the Delta variant of Covid-19 could soon be in the rearview mirror, some remain wary of economically sensitive market sectors. Read what CIO Stephanie…
EV companies have rallied recently, but CIO Stephanie Lang, CFA cautions that when valuations are stretched and without basis, things could end badly for investors. Read her take on the…
Advisors want a custodian “that will do what it can to help you grow,” says Andy Berg, HB’s CEO. More insight on how multiple custodians can benefit RIAs via Barron’s…
“If you look at what drove the market in 2021, a lot of that will still be there next year, but it’s going to be somewhat moderated,” explains Homrich Berg…
CIO Stephanie Lang says markets may be bracing for Fed policy changes, which is why we’ve seen a slight flattening of the yield curve. Read the full piece by Jacob…
Private alternatives have been a key part of Homrich Berg’s investment philosophy for over 25 years, and we believe they are as relevant today as they have ever been. With…
Going back over the last 50 years, the average return of the S&P 500 has been about 10%. However, the annual total return has only fallen inside of a range…
Companies began to report their quarterly earnings last week. Estimates for the S&P 500’s earnings are still forecasted to decline over 6%, which would mark the third consecutive quarterly decline….
In this video, Ross Bramwell discusses a few of the drivers that have led to rising yields, especially on the longer end of the yield curve. A few of these…
In this video, we discuss some key considerations for bond investors to remember in today’s rising rate environment. This includes commentary on the information you typically see on a custodial…