Jeff Herman Named to the Inaugural SCBiz 500
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
Our Insights hub is your go-to source for the latest updates, expert analyses, and strategic insights in the world of real estate and investments.
Keeping you informed and empowered is reflected in our thorough coverage of market trends, wealth-building strategies, and personalized portfolio management tips. Stay ahead with our timely articles and stay connected with the evolving landscape of investment opportunities.
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Jeff Herman shared his formula for modernizing outdated retirement strategies with GOBankingRates.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.
Seasonal investing looks at how markets behave during different times of the year. When most people think of seasonality, they think in terms of weather,
If you’ve just converted to a Roth IRA, you might be asking: “Now what? How should I position my Roth account so it grows strategically?” It’s
We recently shared a post about 2025 being a very unique year from a tax perspective, and we explained why now is the time to
2025 offers a rare opportunity to “find” thousands of dollars in retirement savings, but only if you act before tax brackets reset. This is a
Last week, President Trump signed an executive order aimed at opening up 401(k) and other defined-contribution retirement plans to a broader range of “alternative investments.” What the
Preparation is key for retirees and those approaching retirement. The good news: a large share of Americans are saving at levels recommended by financial experts,
The topic of Roth conversions is suddenly showing up in more of our conversations with clients. Earlier this year, when markets were dipping, clients, especially
Studies show parents still aren’t talking to their kids about money. In most households, money is still treated like a taboo subject, too private, too