BIP Resources

Explore valuable resources on portfolio management, MLB pension plans, and generational wealth planning at BIP Wealth.
Is Your Current Financial Plan Dangerous? Here Are Five Reasons Why It Might Be
If you’ve ever gone through the financial and investment planning process, you might remember that it took some effort. Unfortunately, investment planning may be extremely dangerous to your financial health. Here are the top five reasons why.
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BIP Wealth’s Baseball Division adds another former pro player, Chase Murray, as Business Development Officer
Chase, another Georgia Tech Alum and former Pittsburgh Pirates Outfielder, joins BIP’s growing team of former athletes.
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The Roth IRA is the “Holy Grail” of Tax Smart Investing
Creating and maintaining an investment portfolio that provides the best risk/return profile is the obsession of many investors.  More return with less risk is obviously the goal.
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BIP Wealth Expands Its Alpharetta Office
The BIP Wealth team is excited to announce the expansion of our Alpharetta office within our current Northwinds III building at 2500 Northwinds Parkway.
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BIP Wealth Named as One of Atlanta Business Chronicle’s Top 3 Best Places to Work for 2023
The BIP Wealth team is excited to announce that we have again been named by the Atlanta Business Chronicle as one of Atlanta’s Best Places to Work.
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A letter from Bill Harris, in celebration of Jim Poole
BIP Wealth Family,  As many of you know, our very own, Jim Poole, has been suffering from ALS over the last couple of years after being diagnosed in June 2021. It is with a heavy heart to let you know that Jim passed away last night.  His wife Kim was right next to him, holding him […]
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How to Prepare for Market Disruptions
Listen in as BIP Wealth's Chief Investment Officer, Eric Cramer, covers what's going on in the financial markets and how we're advising our clients.
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Holistic Financial Management: Five Ways This Strategy Can Benefit Investors
It’s one thing to have a vision for your wealth. But, in our complex financial landscape, where things can change in a heartbeat, it's just as important to have a plan in place that takes a comprehensive approach.
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Our Podcast

Ahead in the Count

Learn how to navigate the financial side of professional sports from former pros  and current financial advisors Jim Poole, Kyle Schmidt, John Hester, and Jacob May.
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