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

top wealth management firms greenville

Starting a Roth IRA For A Teen

Want to give your child or grandchild a great financial start? A Roth IRA might be a choice to consider. There are many reasons why starting a Roth IRA for a teenager may be a sound financial strategy. Read on to learn more about how doing this may benefit both of you. Starting a Roth IRA… Read more »

Diversify to Outpace Inflation

With inflation affecting our day-to-day lives, some investors are rightfully concerned about how it may impact their financial portfolios. While there is no way to make your portfolio completely inflation-proof, diversification is a fundamental strategy that can help protect your investments from inflation and general market fluctuations. Read more here: Diversify to Outpace Inflation

Dancing for our Heroes with the Rotary Club of Greater Anderson

Wagner Wealth Management was honored to sponsor the Rotary Club of Greater Anderson’s 2024 “Dancing for our Heroes—Music of Motown” event. This highly successful event, featuring 12 dance duos in a competition-style format, raised an impressive $128,398 to benefit 12 Anderson-area charities. This is the 17th year the Rotary Club has held the event, raising… Read more »

A New Option for 529 Plan Funds

Investing in a 529 plan is one of the most popular ways families save for their children’s education. However, what happens to the money if the beneficiary doesn’t go to college or doesn’t need the full amount in the account? Starting in 2024, the SECURE 2.0 Act has instituted a new provision that allows account… 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 »

Jennifer Osgood named President and Equity Partner

Join us in extending a hearty “Congratulations” to Jennifer Osgood who has officially been named President and Equity Partner with Wagner Wealth. Jennifer consistently goes above and beyond for our clients and her behind-the-scenes work is worthy of recognition. Dan Wagner continues in his role as CEO and Managing Partner, providing the top-notch service and… Read more »

Navigating Through Volatile Markets

Volatile markets, while not unusual, can cause uneasiness for many investors. The ability to prepare and react with market swings is key to keeping your cool and protecting your portfolio. By consulting historical data, trends, and prior successes, you can form a plan to withstand market volatility. With the right strategy and mindset, you can… Read more »

Wagner Wealth Management spotlight

Dan Wagner and Wagner Wealth Management were recently highlighted in Elevation Living magazine. Read the full article here: http://www.wagnerwealthmanagement.com/wp-content/uploads/2021/06/Wagner-Wealth-Management-Elevation-Living-June-2021.pdf