BIP Wealth

17/06/2026

Special needs planning is essential and complex. One important aspect that often causes confusion is choosing a Special Needs Trust (SNT).

Understanding the differences between trust types is crucial to protecting benefits and providing peace of mind for both trustees and trust beneficiaries.

Learn more about our special needs planning resources here: https://bit.ly/BIP-SpecialNeedsPlanning

12/06/2026

Everyone, meet the Sorrow practice 👋

This growing team works in our office, supporting individuals and families with a unique suite of public and private market financial solutions only available at BIP Wealth.

▶︎ Michael Sorrow is a Personal Wealth Advisor who truly enjoys serving others and adding value to families.

▶︎ James Clark III, CFP® is an Associate Advisor who finds great satisfaction in understanding each client’s unique aspirations and crafting tailored strategies.

▶︎ Paris Thompson is an Associate passionate about building meaningful relationships with clients and learning their unique stories.

▶︎ Shelby Perkins Triick is a Relationship Manager with an approachable style, a deep understanding of investor relations, and a passion for people.

Thank you all for everything you do for the . 🥂

03/06/2026

When it comes to Private Credit, we welcome the market pressure.

We have done our homework and have a variety of evergreen strategies that we expect to do well in a variety of economic conditions.

Our strategies primarily focus on privately traded BDCs rather than the publicly traded BDCs often discussed in troubling headlines.

These privately traded BDCs have several commonalities. 👇

If you would like to learn more about our strategies and if they might be a fit for you, contact us today: https://bit.ly/Connect-With-BIP

29/05/2026

We loved gathering with the Prehmus Financial Team and their clients from the Peachtree Corners area and beyond over the last couple weeks!

What a great way to welcome so many new faces to the growing BIP Family. We had a wonderful time at the Atlanta Athletic Club getting to know each of you!

Cheers to many more gatherings 🥂

26/05/2026

At BIP Wealth, we've identified four key investment themes that are shaping our investment approach in 2026:

▶︎ Revaluing of Debt & Currencies
▶︎ Shifting Global Trade Power
▶︎ Using Math to Your Advantage
▶︎ Maneuvering for the Post-Trump Era

Have questions? We'd love to hear from you. 👋

Reach out to start a conversation with a BIP team member today: https://bit.ly/Connect-With-BIP

25/05/2026

Join us in remembering and honoring the brave men and women who selflessly gave their lives in service of our country. We are forever grateful for their ultimate sacrifice. 🇺🇸

22/05/2026

Q1 2026 by the numbers ⬇️

▶︎ Large Growth: -9.78%
▶︎ Small Value: +4.96%
▶︎ Bloomberg Commodity Index: +24.41%
▶︎ Emerging markets outperformed the U.S. again.

In our Q2 Quarterly Market Report, BIP Wealth CIO Eric Cramer, CFP®, CFA®, explains what's driving these results, why the word "stagflation" is back in the conversation, and what we're doing about it.

Tap the link below to check out Eric's full recap blog.

BIP Wealth CIO Eric Cramer breaks down Q1 2026 market results, the stagflation risk, shifting global trade power, and what it means for long-term investors.

19/05/2026

The next Federal Reserve chair, Kevin Warsh, is walking into one of the toughest macro environments in recent history.

BIP Wealth CIO Eric Cramer, CFP®, CFA® breaks down exactly what's at stake:

▶︎ The Producer Price Index hit 6.0% YoY through April 2026, nearly matching the 6.2% full-year 2022 reading that preceded 9.1% consumer inflation.

▶︎ The Fed has quietly stopped shrinking its balance sheet and is buying Treasuries again, a move that expands money supply and adds inflationary pressure.

▶︎ The 30-year Treasury yield has been testing 5%. A move toward 6% could put serious strain on housing, credit markets, and a national debt now approaching $40 trillion.

Warsh faces a genuine dilemma: lower rates as the White House prefers, and risk stoking inflation. Shrink the balance sheet as he's long advocated, and watch long-term rates climb.

In 2022, BIP Wealth pivoted our fixed income exposure to protect clients when the Bloomberg U.S. Aggregate Bond Index fell 13.01%, its worst annual performance ever. We're prepared to run the same play now.

Read Eric's full analysis of the job Kevin Warsh is walking into ⬇️

BIP Wealth CIO Eric Cramer breaks down what Kevin Warsh's appointment as Fed chair means for inflation, interest rates, and your portfolio in 2026.

18/05/2026

BIP Wealth is 19!🥂

We loved getting everyone at BIP Wealth together for our annual Spring Team Day, made even more meaningful as we celebrated 19 years of BIP and kicked off our 20th year in operation.

Team members from Alpharetta, Atlanta, Columbus, Peachtree Corners, Nashville, and Scottsdale came together to share ideas, learn from one another, and align on the next chapter of BIP's growth. Each session throughout the day was insightful, thought-provoking, and full of laughter.

To our clients, teammates, and partners: thank you for being a part of our story. Your trust and partnership have shaped into the firm we always envisioned. You're the heartbeat behind everything we do and the reason we keep showing up, growing, and reaching higher.

We feel inspired and grateful for the opportunity to share our purpose and vision with such an amazing group of people who truly love what we do and love who we do it with.

Cheers to 19 years, to the start of our 20th, and to many more BIP Team Days ahead! 💙

11/05/2026

𝐈𝐂𝐘𝐌𝐈: A new federally backed savings account has arrived for American families, and if you have young children, it’s worth understanding. ⬇️

We’ve broken down what Trump Accounts are, how they work, and how they stack up against 529 plans in our blog.

If you’re not sure where Trump Accounts fit into your overall financial plan, the BIP Wealth team is here to help you make the right decision.

Trump Accounts offer a $1,000 federal seed investment and annual contributions for children. Learn the rules and how they compare to 529 plans.