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Explore valuable resources on portfolio management, MLB pension plans, and generational wealth planning at BIP Wealth.
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An Investor’s Guide to Investment Management vs. Asset Management
Are you an investor considering investment vs. asset management? Our guide breaks down the key differentiators.
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The BIP Wealth Guide to Portfolio vs. Wealth Management
So, what differentiates portfolio vs. wealth management? And which option is right for you? In this blog, we’ll break it all down.
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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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