Video Blog | Turning Dirt Into Dollars

Wealth-building opportunities are everywhere in the upstate of South Carolina. In a previous blog, we explained how Greenville’s commercial, industrial, and residential real estate market is expanding.

In this video, Jeff Herman explains how to take advantage of trends in land development as Greenville continues to experience a significant transformation.

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