Is Your Retirement Income Diversified?
By Jeff Herman For years, Americans have been conditioned to think about retirement as a single metric: “Do I have enough saved?” But in a world of
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By Jeff Herman For years, Americans have been conditioned to think about retirement as a single metric: “Do I have enough saved?” But in a world of
“3 Financial Realities You’ll Need to Know When Taking Social Security at Age 62” The decision to take Social Security at age 62 is one
“Should You Take Social Security Early Due to Program Funding Doubts?” This question is currently trending on social media, and our founder, Jeff Herman, was
By Jeff Herman If you’re asking ChatGPT, “Should I take Social Security at 62?” you’re not alone. This question is trending right now. Social media is full of
Are emotions leading your financial decisions? Fill out the form below to download our exclusive guide that will help you make an assessment. Investing decisions
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