“An investment in knowledge pays the best interest.” – Benjamin Franklin

Best Wealth Advisors

Financial Planning: A Proactive Approach

In the ever-evolving landscape of personal finance, having a comprehensive and up-to-date financial plan is crucial for long-term financial success. A financial plan is not a one-time document; rather, it should be a dynamic roadmap that adapts to changes in your life, goals, and the broader economic environment. Regularly updating your financial plan is a… Read more »

Market Timing: Predicting the Unpredictable

Market timing is a strategy that uses predictive methods to move investment money in or out of a financial market or to switch funds between asset classes. Whether successful market timing is possible is a matter for debate, though nearly all market professionals agree that doing so is a difficult and time-consuming task. Read the… Read more »

Wagner Wealth Management’s Osgood Named to 2024 Women of Influence

Jennifer Osgood, the President of Wagner Wealth Management, has been named to GSA Business Report’s 2024 Women of Influence list. A Clemson University alum, Osgood is a licensed Wealth Advisor with more than 20 years of experience in banking and financial services. She was instrumental in the founding of Wagner Wealth Management in 2007.  She… Read more »

Wagner Wealth Management named one of SC Biz News’ Inaugural 2023 Empowering Women Award Winners

Wagner Wealth Management has won an SC Biz News’ 2023 Empowering Women Award. The Empowering Women Awards are designed to showcase tangible and innovative efforts by companies, law firms, nonprofits, and other organizations to advance women in the workplace and community. Empowering Women honorees demonstrate a track record of hiring and promoting women; support programs… Read more »

Hayden Turlington Honored with Forty Under 40 Award

Hayden Turlington, a wealth advisor with Wagner Wealth Management, has been named to GSA Business Report’s Forty Under 40 list for 2024. GSA Business Report’s Forty Under 40 celebrates the success and community involvement of 40 professionals under age 40 who are making their mark on the Upstate from a mix of industry, professional, and… Read more »

Business Succession Planning

If you’re a business owner, you’ve likely poured your heart and soul into your business, and it’s hard to imagine how it will go on without you. However, odds are that the business you’ve worked so hard to create will be owned by someone else in the future. You will either give up the helm… Read more »

Wagner Wealth Management named Best of the Upstate

Greenville News readers have named Wagner Wealth Management Best Investment Firm in the Upstate. Best of the Upstate celebrates and recognizes the top people, places, and businesses that the regional community has to offer. Using a two-tiered voting system, thousands are nominated across numerous categories. For almost two decades, Wagner Wealth Management has specialized in… Read more »

Wagner Wealth Management hires Erin Brown as new wealth planner

Wagner Wealth Management team has added experienced  Wealth Planner Erin Brown to its team. Brown comes to Wagner Wealth Management from Huddleston & Associates where she worked as a Financial Planning Specialist for six years. She earned a degree in business administration with a concentration in personal finance from Winthrop University. As a Wealth Planner,… Read more »

Small Business Owners and Wealth Advisors

As a small business owner, the decisions you make at work directly affect the success of your business, your family members and the employees who work for you. It’s imperative to be well informed about how to maximize your company’s growth potential and secure your future, both personally and professionally. Read the full article here:… Read more »

Don’t Fall in Love with Your Investments

This month is filled with thoughts and feelings of love and happiness. In the context of Valentine’s Day, making an emotional decision is good; however, when it comes to investment decisions, you should avoid basing these on a particular emotion. Many investors are emotional and reactionary, and fear and greed are heavy hitters in that… Read more »