Video Blog | Rinse & Repeat Investment Strategy | Inventory Financing

This is what it means to be professionally curious—always asking what’s behind the obvious, what’s overlooked, and what might quietly be generating consistent returns.

In this video, Jeff Herman breaks down a low-profile opportunity built on inventory financing. It’s not flashy. It’s reliable, scalable, and perfectly aligned with The Jeffrey Group’s rinse-and-repeat investment strategy.

This is portfolio diversification in action—through smart, steady investments hiding in plain sight.

Why This 401(k) Executive Order Deserves a Closer Look

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

The Plan Says You’re Ready. You’re Not So Sure.

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,

Is a Roth Conversion Worth It? A Simple Guide to What Makes Sense

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