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Author Archives: Casey Smith
Casey Smith quoted in Berry Magazine
Casey was quoted in the latest Berry Magazine published by Berry College for friends and Alumni of the school. Casey’s quote came from a phone interview about gifting assets to the school through wills and trusts. The article did not touch on Casey’s main point, which is that any advice on …
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Tagged Berry College, Casey Smith, fiduciary advice, Gifting to schools
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Casey Smith to visit the Berry Investment Group (BIG)
Casey will be speaking to the Berry Investment Group (BIG) Thursday, November 5th. BIG is a student run investment group at Berry College in Rome, GA. The now famous club manages a real portfolio and uses its earnings to benefit the school. Casey was the club’s second president and served …
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Stock Picker to Indexer
Recently, Jason Zweig, in his Intelligent Investor column, discussed data mining and proprietary trading on Wall Street, and the unreliability most of these strategies have on predicting the future.…
Death Tax Changes Uncertain
I recently received an Estate Tax update from The Estate Plan (TEP). TEP cited Leimburg Associates, Inc as the source of the following information. Here is my summary.…
ETF Index Optimization
The article was created for www.etfmarketpro.com.
Investable indexes are designed to be realistic representations of actual market spaces (the S&P 500 index represents the securities in the S&P500); however, in some asset classes, indexes are too idealistic to be managed as ETFs in a cost effective and efficient manner.…
Wiser Wealth Featured in the Marietta Daily Journal
Wiser Wealth was featured in the Lifestyle front page of the Marietta Daily Journal. The article covered our last “Wiser Women” lunch at the Swan Coach House in Atlanta. You can view the article HERE.…
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Wiser Wealth to Write Articles for Financial Advice Network
Wiser Wealth and FinancialAdviceNetwork.com have entered into an agreement to post Wiser-written articles on the network’s site. To begin with, Wiser will be re-posting 60+ articles to the site and will double post any future articles on Wiser also on the network’s site. Financial Advice Network brings together articles written by …
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Wiser Wealth Helped Raise $8K for Alzheimer’s Association
Through our sponsorship of the annual Kitchen Family Golf Tournament, Wiser Wealth helped raise $8,000 for the Alzheimer’s Association. The event took place at Bentwater Golf Club in Acworth, GA on October 1. 13 teams participated in a 4 person best ball tournament. Wiser Wealth sponsored the event and had …
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Casey Smith has article published at ETFMarketPro.com
Casey Smith had his article on Commodity ETFs published at www.etfmarketpro.com. You can view the article here.…
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Why Commodities are Different
This ariticle was also posted at ETFMarketPro.com
Commodity ETFs are different than traditional, plain vanilla ETFs and investors need to be made aware of the risks.…
Swan Coach House Lunch
The “Wiser Women,” as they have named themselves, had lunch Friday at the Swan Coach House in Atlanta. In order to be invited to this event, you have to be a widow. Wiser puts on this event to give these ladies something to look forward to and thank them for …
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Tagged Casey Smith, Kyle Waller, latrelle allen, marietta women, Swan Coach House, wiser wealth management
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Casey Smith Quoted in the Wall Street Journal
Casey Smith was quoted in an article in the Wall Street Journal about new advisors transitioning businesses from more senior advisors. Casey became an independent advisor after becoming disgusted with the sales practices of AXA Equitable. In 2004 he partnered with a more senior independent advisor in Kennesaw, GA to …
Commodity ETFs Having Problems
Recently, some commodity ETFs have been forced to stop the creation process of ETF creation units, meaning that the funds and trusts are being forced to act like closed in funds. …
Casey Smith interviewed by IndexUniverse.com
Casey Smith was interviewed by IndexUniverse.com about Wiser’s annual rebalance and portfolio changes. You can view the article HERE.…
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Tagged Casey Smith, DJP, ETFs, IJH, IJR, ILF, Index Universe, IVV, portfolio rebalance, SHV, SHY, spy, TD Ameritrade, TIP, Wiser Wealth
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Correlations of the Crash
Correlation is generally defined as “the strength and direction of a linear relationship between two random variables.”…
Run..Run.. from the Salesman with the Annuity!! UPDATED
I had a email conservation today with an old friend who just purchased an annuity.…
Casey Smith has Article Published at ETF Market Pro
Casey Smith wrote an article for ETFMarketPro.com covering the currency risk when investing in international stocks. The article can be seen by clicking here.…
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Leverage ETFs in the News…Again
Leveraged ETFs Under Investigation
The Massachusetts Secretary of State, William Galvin, is looking into the marketing of leveraged ETFs and has reportedly written letters to the three biggest players in this market, ProShares, Direxion and Rydex.…
The Currency Effect in Foreign Investing
This article was written for and also appears at ETF Market Pro.
Currencies are different than any other type of investment. …
Posted in Articles, Currency & Gold, Research & Economic Commentary, Wiser Blog
Tagged Casey Smith, currency and EFA, currency valuation, efa, fall in the dollar, Foriegn Currency, how currency is valued, International investing, MSCI, relative basis, what drives returns on currency, wiser wealth management
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Wiser Investing 101
A non commission based look at how to obtain the maximum potential from your investments. Continue reading
Casey Smith Quoted in Kiplinger Magazine
Casey Smith will be quoted in an upcoming Kiplinger article. Casey and the author, Anne Smith, talked for about an hour on how investors not using an advisor should approach the use of ETF’s. You can view the article HERE.…
Wiser Advice 101
HOW IS WISER WEALTH MANAGEMENT DIFFERENT FROM A STOCKBROKER OR BANK?…
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WISER WEALTH MANAGEMENT
Wiser Wealth is about providing the tools to make you a smarter investor and decision maker. A smarter investor keeps his or her portfolio diversified, managing assets for a maximum gain with the least amount of risk, while seeking to keep cost low. Tax preparation done in a …
Kyle Waller Posted a New Article at Indexuniverse.com
Kyle Waller posted a new article for his Efficient Investor column at IndexUniverse.com. This article covers the changes in a popular high yield bond index fund, HYG. Click HERE to view the article.…
Casey Smith has Article Posted at ETF Market Pro
Another Advocate for Indexing
Yesterday, I met with a Captain from Atlantic Southeast Airline (Delta Connection). As soon as he walked in the door, he handed me an article from USA Today about a new book by Justin Fox. Justin Fox was unknown to me but the title of his book, “The Myth of …
Kyle Waller Quoted in US News and World Report
Kyle Waller, our research analyst here at Wiser Wealth Management, was recently quoted in an online article from US News and World Report. The reporter, Kirk Shinkle, is focusing on some ETF’s that trade with some surprises. Kyle was able to assist in the article by showing Kirk some ETF’s that we …
Harvard Endowment Looks to Become More Liquid
The managers of the Harvard Endowment have long been hailed as innovators. Their alternative investments include commodities like timber (famously employing lumberjacks), private equity, and hedge funds.…
John Bogle Endorses Wiser Wealth, Well…Sort of
Our friends at indexuniverse recently interviewed John Bogle. Mr. Bogle is the mutual fund indexing pioneer that started Vanguard.…
Georgia’s Failed Banks
Georgia’s banks made the front page of the Wall Street Journal yesterday (6/10/09). The article notes that Georgia is home to 4% of the banks in the United States, but is responsible for 20% of the US bank failures since August.…
Trading ETFs
Trading ETFs
When investing in mutual funds, the investor is handing his money over to a mutual fund manager, giving him or her full discretion in trading the asset as he or she sees fit. …
Mutual Fund Lending of Your Money!
A Wall Street Journal article caught my eye today. Jason Zweig’s article “Is your Fund Pawning Shares at Your Expense?” covers a unknown regular occurrence that Mutual Fund Managers often loan out shares of the fund’s stocks to other institutions. …
Switching to ETFs
In an environment where the stock market recovers and the credit crisis is in the rearview mirror, will your investments recover with the stock market, lag behind or remain at today’s levels? The investment tool you are using will make the difference.…
5-29-09 Wiser Wealth has Lunch at the Swan Coach House
Today, Wiser Wealth took its widow clients to lunch at the Swan Coach House. These quarterly luncheons started when one of our clients was having a hard time adjusting to the loss of her husband. We decided to put together a lunch with her and another widow client who had also slowly …
President Obama: An Index Investor
In a recent report, President Obama disclosed a large holding in Vanguard Index Funds. Continue reading
Wiser News Archive
5/11/2009 Casey Had his Article Posted at ETFMarketpro.com
Casey had his article about transitioning from Mutual Funds to Exchange Traded Funds posted at ETFMarketpro.com. To view the article, click HERE.
5/5/2009 Kyle has International Bond ETF Article Posted at Index Universe
Kyle had an article on international ETFs post at …
PowerShares Set to Close 19 ETFs
PowerShares, a company who has lead the way for fundamental ETFs, closes 19 of these funds. Are more closings in other ETFs to follow? Continue reading
Hedge Fund ETFs: They’re Here
Click Here to view PDF With Charts inserted.
IndexIQ, on March 25, 2009, launched its first hedge fund ETF. This is following in the wake of 2008 where many hedge funds were affected by mass withdrawals and highly leveraged bets went bad, causing many to shut down.…
Gold Revisited
In recent years, gold has seen spectacular price increases. Looking at some history may reveal where gold is heading in the future and why.…
Forbes Best & Worst ETFs List
Something I’ve been big on lately is ETF tracking error. An ETF’s ability to track an index can be a bigger cost (implicit cost) to an ETF, and investors should be very concerned with this. …
Hedge Fund ETF
Index IQ came out with their first Hedge Fund ETF last week. A lot of press has been surrounding this ETF in the industry. The ETF, the IQ Hedge Fund Multi-Strategy Tracker ETF, ticker symbol QAI, has an expense ratio of .75%. Below is the fund’s strategy.…
Barclays Selling iShares
Barclays Global Capital announced Monday that recent rumors were true and they plan to sell iShares.…
Winning in a Losing Market
In a recent press release, Lou Harvey, President of DALBAR, said,
For 15 years, QAIB has shown that investor returns lag what performance reports and prospectuses would lead one to believe is acheivable. While those returns are, in fact, theoretically acheivable, the reality is that investors are not rational, and
…
Isaac Newton: The Investor
“Long ago, Sir Isaac Newton gave us three laws of motion, which were the work of genius.…
Posted in Articles, Economic Commentary, Personal Finance, Wiser Blog
Tagged etf, investing, Isaac Newton, Money, Stock Market Advice, stock market wisdom, Warren Buffet
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ETFs Vs. ETNs; You Better be Careful
I recently returned from Singapore, where I participated in the Asia Indexing Conference. My Day 1 role was presenting to my Asian peers the difference between an Exchange Traded Fund (ETF) and an Exchange Traded Note (ETN).…
Currency Must Be Considered When Investing Abroad
In a recent article submitted by us here at Wiser Wealth Management covers what we think is something investors should consider about their international investments and give a way to hedge the currency risk in general.…
VIX ETNs
The VIX Index tracks the amount of defensive options being purchased on the Chicago Board of Options Exchange (CBOE). This represents the amount of insurance investors are seeking to protect their portfolios against downside risk. As volitity and downside fear increases these indexes increase in value.…
Posted in Articles, ETFs & Indexing, Research & Economic Commentary, Wiser Blog
Tagged defensive options, VIX index
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Insights From the Inside ETF Conference
Last Weekend I was able to attend the Inside ETF Conference in Boca Raton Florida put on by Index Publications, LLC. While we were there, Wiser Wealth Management’s president, Casey Smith was a moderator on a panel covering advisors using ETFs.…
Wiser Wealth Quarterly Review – 2008 Out, 2009 In
In December of 2007 I looked to articles in the Wall Street Journal and Barrons Weekly Newspaper to see what the analysts were expecting for 2008.…
SPY or IVV; The S&P 500 Index Decision
After making a decision to invest in the ever popular S&P 500 index, investors have two options within the ETF universe for a pure S&P 500 play. The choices are IShares’ IVV and State Street’s SPDR SPY. According to MorningStar on 11/30/2008, SPY had over 70 Billion in assets compared to …
Municipal Bond Funds
Casey Smith, President of Wiser Wealth Management, and I were quoted in a recent article about municipal bond funds. Here’s a quote,…
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Tagged Index Universe, Indexing, investing, Money, MUB, Munis, Retirement Investing, wiser wealth management
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Passive vs. Active: 1,3 and 5 Year Comparison
Morningstar has released their BoxScore Report covering actively managed mutual funds to Morningstar indexes.…