Media | GOBanking Rates

Jeff Herman shared his formula for modernizing outdated retirement strategies with GOBankingRates.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

Over the course of his career, Jeff has built a reputation for understanding the power of alternative investments and how they can create balance, stability, and long-term income for clients seeking more than the traditional 60/40 approach.

At The Jeffrey Group, we believe true Financial Harmony comes from aligning growth, income, and tax strategy, not just relying on what worked 20 years ago.

If your retirement plan still looks like it did decades ago, or even five years ago, this article is for you.

Are you looking to update your portfolio? Let’s talk about what modern wealth-building can look like for you.

You’ve Built the Wealth. Now It’s Time to Maintain the Gain.

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

Emotional Investing Can Happen Even When The Market Is Ripping

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

Guide | Is Your Retirement Genuinely Diversified?

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),