Casey Smith Elected to the Berry College Board of Visitors
Posted on 10. Mar, 2010 by wiserwealth
Casey Smith has been elected to the Board of Advisors of Berry College.
The Board of Visitors was estabilished in 1966 with the purpose of bringing together a dynamic group of advisors to Berry College. The Board of Visitors meets annually to provide insights and perspectives on a wide range of issues. This input helps Berry College fulfill its mission to integrate academics with a strong work experience, community service and oppertunities for spiritual growth.
Casey Smith’s Blog on Faith Based ETFs Posts on ETF Market Pro
Posted on 06. Mar, 2010 by wiserwealth
ETF Market Pro has posted Casey Smith’s bog on faith based ETFs. You can view the article HERE.
Casey Smith Joins ASA ALPA R&I Committiee
Posted on 24. Feb, 2010 by wiserwealth
Casey Smith has joined the Retirement and Insurance Committee for Atlantic Southeast Airlines Airline Pilots Association (ASA ALPA). Casey will monitor the pilots 401k plan, promote financial responsibility among the pilot group and help the committee make suggestions to lower the cost of investing within the 401k plan.
Wiser Wealth Adding Two Offices
Posted on 18. Feb, 2010 by wiserwealth
Wiser Wealth will be moving to a recently vacated suite next to our current location March 1, 2010. The new suite offers a larger conference room and two additional offices. Our address will NOT change. Thank you to our clients for referring new business requiring this needed space.
Wiser Wealth Sponsoring Berry College Executive Round Table Dinner With David Ratcliffe, CEO Southern Company
Posted on 10. Feb, 2010 by wiserwealth
Wiser Wealth Management is sponsoring a table at the upcoming Berry College Campbell School of Business Executive Round Table (ERT) Dinner. The Executive Round Table exists to provide a forum for student leaders, interested faculty, and industry members to share ideas and opinions on a variety of timely, far-reaching subjects. ERT is a student organization within Berry College. You can learn more about Berry College at www.berry.edu.
The speaker at the ERT February 25th dinner is David M. Ratcliffe. David M. Ratcliffe is the CEO of the Southern Company, a leading U.S. producer of electricity. Elected by the board of directors in December 2003, Ratcliffe became president of Southern Company in April 2004 and assumed the additional responsibilities of CEO and chairman in July 2004. Tickets to the event are $30.
Casey Smith Indexuniverse Interview Shown in Yahoo Finance
Posted on 20. Jan, 2010 by wiserwealth
Yahoo Finance picked up the interview Casey Smith did this past summer with indexuniverse. The Yahoo article was found when Casey was researching for an article on Preferred Stock ETFs. The article can be seen HERE.
Casey Smith Writes Article for ETFMarketPro.com
Posted on 09. Dec, 2009 by wiserwealth
Casey’s blog on the closet indexer was also posted at www.etfmarketpro.com. ETF Market Pro is a site dedicated to educating investors about the benefits of using ETFs and connecting with advisors that use them.
Casey Smith to Blog for and Answer Questions at FinanceAnswers.com
Posted on 30. Nov, 2009 by wiserwealth
Last week Casey Smith of Wiser Wealth submitted Wiser Blogs to www.financeanswers.com, a finance site geared for indivdiuals where they can ask questions and review blogs. Within just a few days the most read blog was Casey’s article on the Cruel World of Financial Advice. This same artice was also number one at Financial Advice Network. Casey will answer questions and post blogs on financeanswers.com that also appear here at wiserinvestor.com.
Casey Smith to Conduct ASA Pilot and Flight Attendent 401k Workshop
Posted on 18. Nov, 2009 by wiserwealth
Casey will be conducting an ASA pilot and and flight attendant 401k workshop January 6th and 9th at the Ramada Airport Conference Center. Seating is limited to 100 participants each day. The workshop will cover how to build a diversified portfolio using the options within the ASA 401k plan. Time will also be spent discussing the benefits of using index funds over mutual funds. The 2009 workshops were a great success. This year will be even better. You can get more information HERE.
Wiser Women Have Lunch at Berry College
Posted on 06. Nov, 2009 by wiserwealth
The Wiser Women, had lunch Thursday the 5th at Berry College in Rome, GA. Wiser Women is a group of widow ladies that are all clients of Wiser Wealth Management. The group and their friends have lunch once a quarter with the Wiser staff. In the past this event has been at the Swan Coach House in Atlanta. This quarter Wiser had Gabriel’s Desserts of Marietta cater a lunch at the Berry College Alumni Center. The Alumni Center is in the famous Ford Buildings at Berry. Representatives of the college also joined the group for lunch and talked about the history of berry as well as new programs being launched. After lunch, the group toured the home of Martha Berry and visited the Berry Museum at Oak Hill. Everyone had a great time and remarked that it was an experience that they would always remember.
