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

Financial Planner Greenville

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 »

October is Financial Planning Month

October is Financial Planning Month and it is an excellent time to review these six personal finance areas. Cash Management: This is a broad topic that can address many issues. One area is creating an emergency fund, which is money that’s set aside for unplanned expenses. Cash management can also include looking at your “sources… Read more »

The Upstate is about to boom. Is now the time to invest in it?

Love where you live? Maybe now is the time to invest in its future growth. The Upstate is expected to hit about 1.75 million residents by 2040, an increase of about 400,000 from where it is now. Of that, an estimated 220,000 will be in Greenville County alone. To put that in perspective, Greenville grew… Read more »

Wagner Wealth Management to open Seneca Office

GREENVILLE, S.C. – Wagner Wealth Management will open its third office in Seneca this week – further expanding the reach of this Upstate firm. “This new office will allow us to better serve our existing clients and build new relationships too,” said Dan Wagner, president of Wagner Wealth. “We are here to help you plan… Read more »

Wagner Wealth Management grows with clients

A characteristic that Jill Wagner has long admired in her husband, Dan, is his ability to make things work. Sitting in the den of their Stonebrook Farm home, she recalled a time when they were both students at the University of North Carolina in Charlotte and Dan was unsure if he’d be able to pay… Read more »