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
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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
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 market ups and downs. You
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
Think You’re Diversified? Download Our Guide and Take the Test. Most investors believe they’re diversified. They may own multiple mutual funds, contribute to a 401(k),
By Jeff Herman Would you pick up $800 if you found it lying in the street? What if you could increase your retirement savings without
A Practical Retirement Planning Guide for Building, Managing, and Turning Your Savings Into Long-Term Income Many people open a 401(k), set a contribution percentage, select
By Jeff Herman When certain stocks seem to rise every week, it is natural to wonder if you are missing out. Maybe you are watching
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
