Video Blog | The Importance of Relationships in Alternative Investments

Building relationships in the communities we serve in South Carolina, North Carolina, and Georgia leads us to unique alternative investment opportunities. 

In this video, Dan Height at Dealer Financial showcases how The Jeffrey Group helps strengthen their capital strategy to grow while providing clients access to smart alternative investment opportunities. At The Jeffrey Group, identifying investment opportunities is essential, but we put an emphasis on working with people and companies who’ve earned a strong local reputation.

DisclosuresYesNo
Current client of The Jeffrey Group? x
Any compensation?  x
Any conflicts?  x

Emotional Decisions in the Heat of the Moment Can Lead to Poor Performance 

By Jeff Herman We’re all a little guilty of “balance peeking.”  You open your account, check whether the number went up or down, maybe zoom in

You’ve Built the Wealth. Now It’s Time to Maintain the Gain. 

By Jeff Herman For decades, you’ve had one primary financial objective: Grow your retirement savings. You contributed to your 401(k). You invested consistently. You weathered

Emotional Investing Can Happen Even When The Market Is Ripping 

By Jeff Herman Most investors assume that emotional investing occurs only during market downturns.  It doesn’t.  In many cases, emotions become even more powerful when markets are performing well.  When