
Media | GOBankingRates
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,
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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Jeff Herman shared his formula for modernizing outdated retirement strategies with GOBankingRates.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
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

At The Jeffrey Group, we often speak with our clients who are thinking about investing in real estate but don’t know where to start. Many

Growing markets present smart opportunities for real estate investors willing to look beyond the traditional playbook. As Jeff Herman explains, while large-scale facilities still have

Jeff Herman explores how proximity to major airports can signal high-growth potential for real estate investors. As cities like Greenville continue expanding, much like Atlanta

Jeff Herman explains how strategic real estate investments begin with research. Greenville is expanding rapidly across commercial, industrial, and residential sectors, [BLOG] and tracking planned

Starting a new job or moving to a new city can motivate you to examine your financial strategy more closely. It’s common to stay with

Home prices have nearly doubled in ten years, according to data from the US Bureau of Labor Statistics. For many young buyers, owning a home