Author Archives: Wiser News
Casey Smith to Speak at the Global Indexing & ETF Conference
Casey Smith will be speaking at the Global Indexing & ETF Conference in Phoenix, Arizona December 2 -5. Continue reading
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Wiser Wealth – 2012 Five Star Wealth Manager of the Year
Wiser Wealth has received the 2012 Five Star Wealth Manager Award for overall client satisfaction. Continue reading
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Casey Interviewed about ETFs at ETFdb.com
Casey Smith interviewed at ETFdb.com Continue reading
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Wiser Wealth Named as Pioneer in ETF Investing
We firmly believe that investing in classic ETFs is a great strategy for investors of all risk tolerances. ETF Database recently noted Casey Smith as a leading advisor using ETFs. You can view their blog here.…
Casey Smith Quoted in Fund Industry Intelligence Magazine
Casey Smith was recently interviewed by Cathy Scott of Fund Industry Intelligence Magazine about the pending launch of PIMCO’s ETF version of their Total Return Bond Fund. Casey said “though [I am] interested in gaining exposure to the strategy, [I am] not rushing in to buy the ETF. I will watch from …
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Wiser Quoted in the Atlanta Journal (AJC)
On Monday October 24th Casey Smith was quoted in the Atlanta Journal on the topic of using 401k money to pay late mortgage payments. Continue reading
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Tagged 401k loans, 401k to pay mortgage, Casey Smith, Isakson 401k bill, tom graves 401k plan
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Casey Smith to Speak at S&P Atlanta Conferance
Casey Smith will be speaking at the S&P Atlanta Advisor Conference on boosting yield in portfolio’s and how to best trade ETFs. Continue reading
Wiser Research Quoted in Barrons
The recent study of emerging market ETFs by the Wiser Wealth Management research team was recognized by Barrons.com. Casey Smith, Sonja Gonzalez and Elizabeth Jones worked together to research the ETF offerings within the emerging market asset class. You can view the quote HERE.…
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Wiser Wealth – 2011 Five Star Wealth Manager Award Winner
Wiser Wealth has received the 2011 Five Star Wealth Manager Award. The firm will be listed in the October edition of Atlanta Magazine. Continue reading
Wiser Wealth Interviewed by ETFs Asia
Casey Smith was recently interviewed by ETFs Asia. ETFs Asia is a conference in Hong Kong in late 2011 covering Exchange Traded Funds. Casey was unable to speak at the conference because of a conflict, but did this interview to talk about the development of ETFs in Asia and at home here in the US. Continue reading
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Casey Smith visits with Steve Forbes
On March 31st Casey Smith attended a lecture by Steve Forbes at Berry College. Casey, on the Berry Board of Visitors, had the opportunity to speak briefly with Mr. Forbes prior to the lecture.
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Wiser Welcomes a new Financial Advisor, Sonja Gonzalez
Wiser Welcomes Sonja Gonzalez Continue reading
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Casey Smith Interviewed by SeekingAlpha.com
Casey Smith was interviewed by SeekingAlpha.com. Casey responded to questions about Quarter 1 performance and his predictions for 2011. Continue reading
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Wiser Wealth Speaks to BIG
Casey Smith spoke to the Berry Investment Group (BIG) today. He talked about the usage of Exchange Traded Funds (ETFs) to build complete portfolios at all risk levels as well as why and how fee only fiduciary advisors are taking market share from big brokerage firms. Continue reading
Casey Smith Interviewed at Seeking Alpha
Casey Smith was interviewed by Jonathan Liss, Sr. Editor of ETFs at SeekingAlpha.com. The interview focused on 11 questions for 2011. The interview can be viewed at the link below.
Casey Smith Interviewed by etfshub.com – Active ETFs
Casey Smith talked with Shishir Nigam of etfshub.com to discuss the future of Active ETFs and the hurdles that they will need to overcome. Continue reading
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Tagged Active ETFs, ActiveETFs.com, Casey Smith
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A Random Act of Christmas
Chris Ciulla, a client here at Wiser Wealth Management is organizing support for our troops through his program A Random Act of Christmas. Chris is raising money to purchase gift cards that he and his family will hand out to our troops as the pass through the Atlanta Airport. The gift card will be used by the troops online to pick out a gift of their choosing. You can contribute with a little as $32 to purchase one gift card. Continue reading
Posted in Personal Finance, Wiser Blog, Wiser News
Tagged Support our troops, Wiser Wealth Christmas
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Wiser Wealth to Host its Third Annual ASA 401k Workshop
Casey Smith will be providing a 401(k) workshop for Atlantic Southeast pilots and flight attendants on January 12th and 15th. The workshop will be held at the airport Hilton Garden Inn from 9:30am to 1pm each day. There are no strings attached with this event. Casey will simply be there …
Wiser Wealth August 2010 Board Meeting Pictures in the MDJ
On November 21st the Marietta Daily Journal published the pictures from the Wiser Wealth Management August annual board meeting. You can view the paper HERE.…
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Casey Smith Visits the NYSE
On October 27th, Casey Smith spoke at the Art of Indexing Summit at the Westin Times Square Hotel in New York. The day prior, Casey, his family and Ashley Painter (Intern) were invited to the opening bell at the NYSE.…
Casey Smith Quoted in the New York Times
Casey Smith was quoted in the New York Times Continue reading
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Tagged Casey Smith, Financial Advisor Social Media, New York Times
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Casey Smith to Write Monthly Article for Dallas New Era Paper
Casey Smith will begin in October writing personal finance articles for the Dallas New Era Paper Continue reading
Wiser Third Quarter Newsletter
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