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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BIP Recognized as a Top Financial Planning Advisor By USA Today
In April of 2023, BIP Wealth was recognized as one of the Best Financial Advisory Firms of 2023 in an inaugural list created for USA Today
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BIP Wealth Continues Sponsorship Of NGCA Cycling Club For 2022
BIP Wealth has continued our sponsorship of the North Georgia Cycling Association Club (NGCA) for 2022. The NGCA is the premier cycling club in the southeastern U.S., and we are proud to have our logo appear on the back of the new jerseys in a more prominent position.
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Ahead in the Count

Learn how to navigate the financial side of professional sports from former pros  and current financial advisors Kyle Schmidt, John Hester, Chase Murray and Jeremy Hermida.
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