BIP Wealth

04/07/2026

Wishing you and your loved ones a safe and joyful Fourth of July from BIP Wealth! 🇺🇸

30/06/2026

We're proud to share that legendary Georgia Tech Baseball coach Danny Hall, our Vice President of Strategic Growth at BIP Wealth, has been selected for induction to the College Baseball Hall of Fame!

Congratulations, Danny 💫 This is a monumental achievement and well deserved!

🐝 National College Baseball Hall of Fame

26/06/2026

We're thrilled to welcome the team and clients of Red Tortoise to BIP Wealth 💙 Together, we're bringing a deeper bench of expertise and resources to clients across Atlanta.

Red Tortoise's philosophy of "Eat Well. Sleep Well." has always been about building real confidence around your financial future. That's something we take seriously every day at BIP.

To the Red Tortoise clients making this transition: welcome to the . We're honored to earn your trust.

BIP Wealth is proud to welcome the team and clients of Red Tortoise—a local Atlanta-based RIA—to the BIP family. Learn more about this exciting news.

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.