Brandon D. Vincent - Investing and Insurance Management

Brandon D. Vincent - Investing and Insurance Management Financial planner specializing in investments, insurance, and retirement strategies for business owners. Message me to get started.

I design custom 401k plans to help you grow wealth, protect what matters, and retire with confidence. I offer Financial Services and Insurance Management for business-owners and individual families.

04/08/2026

Wonderful message about how to run your business. Is it a monument to yourself, or does your business glorify God?

Many strategists think we are in an AI bubble but there is data to say otherwise. This is a great article if you're thin...
04/01/2026

Many strategists think we are in an AI bubble but there is data to say otherwise. This is a great article if you're thinking of investing in AI.

Capital Group portfolio manager Chris Buchbinder shares his view on the outlook for AI-related stocks.

Good news! Stocks are now on sale. When markets go up, folks say “I wish I’d bought sooner” and when markets are down th...
03/31/2026

Good news! Stocks are now on sale. When markets go up, folks say “I wish I’d bought sooner” and when markets are down they say “no one else is buying “. Herd mentality is a real thing but you have an advisor who thinks outside that box 😎

Past performance doesn't promise future gains. Markets can be viewed as overbought.
03/25/2026

Past performance doesn't promise future gains. Markets can be viewed as overbought.

By gaining more clarity about the current market setup, investors can move with confidence.

Amid rising oil prices due to the Iran conflict, concerns about potential economic slowdowns are understandable. However...
03/19/2026

Amid rising oil prices due to the Iran conflict, concerns about potential economic slowdowns are understandable. However, a recent piece from the Washington Examiner highlights the reasons why the US economy continues to show resilience.

The economy remains on a positive trajectory even amid the volatility caused by the war in Iran.

Crude is dropping dramatically, gas will go down more now that oil is shipping is going back to normal. Get ready for mo...
03/09/2026

Crude is dropping dramatically, gas will go down more now that oil is shipping is going back to normal. Get ready for more good news too!

03/05/2026

Every family with children under 3 should seriously consider the Trump investment accounts (530A) this tax season. They are giving a $1000 contribution to start for each child!

Interesting article on how markets typically behave after geopolitical events.
03/04/2026

Interesting article on how markets typically behave after geopolitical events.

LPL Research examines what escalations in the Middle East could mean for stock markets and how markets have reacted historically to geopolitical shocks.

Press Release:We're announcing new partnerships and you should be able to read about it in the Upstate Business Journal ...
02/04/2026

Press Release:
We're announcing new partnerships and you should be able to read about it in the Upstate Business Journal and the Greenville News!

01/05/2026

Happy New Year! Starting in 2026 your IRA contribution limits have been raised from 7000 a year to 7500. A person over the age of 50 is going from 8000 to 8600. If you are maxing you contributions this would need to be updated.

Let's bump up those investments!

Send a message to learn more

12/29/2025

I think a lot of people have this preconceived notion that an advisor would shame them for their expenses.

I’m not here to tell someone what they should or shouldn’t want or how they should spend their money.

I’m here to help identify avenues to achieve goals, while saving and spending comfortably.

Address

3515 Pelham Road, Suite 100
Greenville, SC
29615

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm

Telephone

+18645585085

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