Steps Parents Need to Take to Open a Tax-Advantaged Investment “Trump Account”
By Jeff Herman This year marks the launch of a new, federally supported savings vehicle designed to help American families begin building long-term financial security
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By Jeff Herman This year marks the launch of a new, federally supported savings vehicle designed to help American families begin building long-term financial security
By Jeff Herman “I Don’t Think Anyone Ever Really Accesses Their Account Once It’s Open.” I remember hearing this from an office manager once. The unfortunate
February 20, 2026 – Greenville, SC – The Jeffrey Group announced that its founder and managing partner, Jeff Herman, earned a 38th-place finish in the 2025 United States Investing Championship (Stock Division),
By Jeff Herman Most investors believe their biggest financial risks are market crashes, bad stock picks, or retiring too early. In reality, one of the more
By Jeff Herman Few financial decisions carry as much emotional weight for those nearing retirement as Social Security. The conversation often starts the same way:
By Jeff Herman Inherited portfolios often carry an unspoken rule: don’t touch the winners. I see this pretty consistently. A winning asset in a portfolio is
By Jeff Herman One of the most common emotional traps investors fall into isn’t panic selling during a downturn. It’s refusing to sell a winner. When
And why could it be negatively impacting my portfolio? By Jeff Herman Periods of market volatility have a way of forcing uncomfortable questions to the
Jeff Herman, founder and managing partner of The Jeffrey Group, has been named to the inaugural SCBiz 500 list, an awards program from SCBiz Magazine recognizing the most
In a recent Nasdaq article on hidden real estate strategies, Jeff Herman was asked to weigh in on the opportunities that he’s bringing to his
Jeff Herman was asked to comment on a survey that found 39% of American workers said living paycheck to paycheck would be an improvement to
If you’ve hit the $5 million mark in retirement savings, you’ve achieved a major milestone that you should be proud of. But does that mean
The debate over whether a home is a good investment is trending, and Realtor.com asked Jeff Herman to weigh in. While there are valid points
While everyone’s retirement number is personal, GOBankingRates recently spoke with someone approaching retirement with $2 million saved and asked what he wished he’d done differently in his 40s. They also reached
In this op-ed for The Greenville Post & Courier, Jeff explains that when volatility and inflation make traditional portfolios feel unreliable, alternative investments, particularly real
Jeff Herman spoke with a reporter at GOBankingRates about how retirees can preserve their purchasing power. If your income stays the same but prices double,
For savers, retirees, and those close to retirement, the day of reckoning has come as healthcare and property insurance premiums come up for renewal. No
Across the country, every state is trying to attract capital, talent, and innovation to build sustainable economic growth. It takes years of consistent investment in
Jeff Herman was asked to provide the GSA Business Report and Charleston Regional Business Journal readers with some perspective from an investment advisor’s point of
Jeff Herman shared his formula for modernizing outdated retirement strategies with GOBankingRates. He highlights how diversified income streams and tax-smart planning can redefine financial independence.