Awards | Jeff Herman Named to the 2026 SCBiz 500
Greenville investment advisor is one of 15 professionals recognized statewide in the Finance category. Jeff Herman is an investment advisor in Greenville, SC, and the
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Greenville investment advisor is one of 15 professionals recognized statewide in the Finance category. Jeff Herman is an investment advisor in Greenville, SC, and the
“My ex-adviser at a big box broker wanted me to move my $4 million in retirement money to an IRA. His reasoning was that I’d
Some cash, yes. Money set aside for near-term expenses, emergencies, or planned purchases can provide stability and ready access. But if you’re holding a large amount
This conversation happens frequently. A business owner who’s nearing retirement has an exceptional year. Revenue is strong. Profitability is up. The owner has already maximized
Cash balance plans can create a valuable opportunity for CPAs and investment advisors to work together on behalf of successful business-owner clients. By Jeff Herman
Election results can change the balance of power in Washington. They don’t automatically change your retirement date, your monthly expenses, or the goals your portfolio
When an independent business owner tells a CPA, “I’m maxing out my 401(k),” there is an important follow-up question: Which part of it? By Jeff Herman For an
CPAs often have a unique vantage point into the financial lives of business owners. By Jeff Herman You see when income increases. You know when
Required minimum distributions, or “RMDs,” and Social Security are often planned separately, but both can affect your retirement income and tax picture. Coordinating them can
When voters divide power in Washington, investors often hear a familiar argument: gridlock is good for the market because it makes major policy changes harder
As the midterm elections approach, investors often ask: Should I change my portfolio before Election Day? Elections can bring short-term market volatility, but the outcome
This important question comes up in conversations about the strategy for required minimum distributions, or “RMDs.” By Jeff Herman But first, some background. Claiming Social
Required minimum distributions, or “RMDs,” generally begin at age 73 for traditional IRA owners. Your first RMD is for the year you turn 73, though
By Jeff Herman Looking for guidance on offering a plan to your employees or providing investment advisory services? Let’s talk. If you own a small business
“What are the top 3 most important factors in choosing an adviser? Pros weigh in.” Choosing a financial adviser is a personal decision. Credentials and
Start with official registration records, then verify the capacity, services, fees and written terms of the relationship. By Jeff Herman If you are searching for
Wealth manager usually describes a service model. Fiduciary describes a legal duty. Financial advisor is a broad title. By Jeff Herman A wealth manager is
If you searched for the difference between a fiduciary and a “regular” investment advisor, start with the role—not the title. By Jeff Herman The short
A plain-language explanation of the fiduciary standard, when it applies, and what investors should still verify. By Jeff Herman A fiduciary investment advisor is an
Part II of our “Have I Saved Enough?” series By Jeff Herman In Part I: “I Have $1 Million in My 401(k). Is That Enough to