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Tag: Social Security

Emotional Investing | The Social Security Decision

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:

Emotional Investing | When Legacy Becomes a Constraint

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

Emotional Investing | Why Winning Positions Are the Hardest to Sell

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

What is Emotional Investing?

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 Named to the Inaugural SCBiz 500

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

Media | NASDAQ

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