Category Archives: Wiser News
Wiser Wealth Quoted in the Wall Street Journal
Casey Smith was interviewed by the Wall Street Journal about researching ETFs. Wiser Wealth has used ETFdb.com and Index Universe Analytics to research Exchange Traded Funds. You can view the quote HERE.…
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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 Wealth, the Official Planning Firm for GA State Employees
Wiser Wealth, the Official Planning Firm for GA State Employees Continue reading
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Tagged Georgia Employees Retirement, Retirement Planning GA Employees
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Casey Smith Interviewed at SeekingAlpha.com
Casey Smith, President of Wiser Wealth Management, Inc was interviewed by Jonathan Bliss of SeekingAlpha.com about the firms portfolio’s going into 2012. You can view the interview HERE.…
Casey Smith will Speak at Two ETF Conferences in 2012 , Hollywood FL & Shanghai, China
Casey Smith, President of Wiser Wealth Management, Inc will be speaking at two ETF conferences in first half of 2012. Continue reading
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
Casey Smith Quoted in the MDJ
Casey Smith was quoted in the Wednesday Marietta Daily Journal about the recent stock market volatility. You can read the article HERE.…
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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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Berry College Young Alumni Award
Casey Smith is honored with the Berry College Young Alumni Award. 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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Casey Smith Chosen as One of Cobb County’s Rising Stars
Casey Smith was featured in the March edition of Cobb Life Magazine’s 20 Rising Stars Under 40. The monthly magazine publishes its annual list of “Rising Stars” each March. 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
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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
Casey Smith Writes Article for Investment Advisor Magazine
In July 2010, Casey Smith wrote an article for Investment Advisor Magazine about his travels around the world speaking about Exchange Traded Funds, Broker Fiduciary Responsibility and learning about financial advice in other cultures. The article can be viewed HERE.…
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Casey Smith Writes Article for the Atlanta Journal-Constitution
Casey Smith and Kyle Waller wrote an article about the differences between Brokers and Financial Advisors. Wiser Wealth Management is held to a fiduciary standard, meaning we are required to act in our clients’ best interest. Brokers are not held to the same standard. See Fiduciary AJC Article for more.…
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Tagged Atlanta Journal Constitution, Broker Fiduciary, Casey Smith, fiduciary advice
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Casey Smith Interviewed by Seeking Alpha’s Just One ETF
Casey Smith interviews with SeekingAlpha.com Continue reading
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Tagged Casey Smith, Marietta financial advisor, SeekingAlpha.com
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Wiser Wealth Announces New Advisory Board
Wiser Wealth Management announces new advisory board. Continue reading
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Tagged Becky Cameron, Brenda Gage, Dave Harris, Gary Eubanks, Jenny Brown Dewhurst, Roberto Mastercola
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Casey Smith’s Leading The Way Interview Airs on TV
Wiser Wealth partners with Leading The Way to help spread God’s word worldwide. This partnership began just after the financial crisis when Casey realized that while proper asset management is crucial to success, it should not be what makes us feel secure in the end. You can see the interview …
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Wiser Wealth and Cobb EMC Employees have a night at the Ball Park
Wiser Wealth, along with our Cobb EMC clients and other friends, visited Turner Field to watch the Braves take on the Brewers. You can see pictures on our Facebook page HERE.…
Casey and Kyle Have Article Posted on Tabb Forum Website.
Casey Smith and Kyle Waller had their article on Fiduciary Responsibility posted at www.tabbforum.com.
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Casey Smith to Speak at Indexing Conference in New York
Casey Smith has agreed to speak at the Art of Indexing Conference on October 27th in New York, NY. The Art of Indexing Conference will cover the uses, challenges and inner workings of Exchange Traded Funds (ETFs).…
Casey Smith Speaks at the ETF Amsterdam Conference
Casey spoke at the Inside ETF Europe Conference on April 13th about how he explains ETFs to his clients and how Fee Only Financial Planning is needed around the world. Continue reading
Casey Smith Elected to the Berry College Board of Visitors
Casey Smith has been elected to the Board of Advisors of Berry College. Continue reading
Casey Smith’s Blog on Faith Based ETFs Posts on ETF Market Pro
ETF Market Pro has posted Casey Smith’s blog on faith based ETFs. You can view the article HERE.…
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Casey Smith Joins ASA ALPA R&I Committiee
Casey Smith joins ASA ALPA R&I Committee Continue reading
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Wiser Wealth Adding Two Offices
Wiser Wealth will be moving to a recently vacated suite next to our current location March 1, 2010. Continue reading
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Wiser Wealth Sponsoring Berry College Executive Round Table Dinner With David Ratcliffe, CEO Southern Company
Wiser Wealth Management is sponsoring a table at the upcoming Berry College Campbell School of Business Executive Round Table (ERT) Dinner. Continue reading
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Tagged Berry College, Campbell School of Business, ERT, Executive Round Table
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Casey Smith Indexuniverse Interview Shown in Yahoo Finance
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.…
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Casey Smith Writes Article for ETFMarketPro.com
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.…
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Casey Smith to Blog for and Answer Questions at FinanceAnswers.com
Last week, Casey Smith of Wiser Wealth submitted Wiser Blogs to www.financeanswers.com, a finance site set up for individuals to 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 article was also number one …
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Casey Smith to Conduct ASA Pilot and Flight Attendant 401k Workshop
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 …
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Wiser Women Have Lunch at Berry College
The Wiser Women had lunch Thursday the 5th at Berry College in Rome, GA. Wiser Women is a group of widow ladies who 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 …
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Casey Smith and Kyle Waller Write a Cover Article for YTE Magazine
Casey Smith and Kyle Waller were asked a few months ago to write a 2000 word cover article about ETFs for Your Trading Edge Magazine. They took on the task. The Nov/Dec issue of YTE Magazine featuring their article on ETFs is now available. While Wiser Wealth takes a more …
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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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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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 …
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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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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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.…
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
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 …
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 …
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 …
Wiser Wealth’s 2013 Outlook – Interview by SeekingAlpha.com
Casey Smith is President of Wiser Wealth Management, a Marietta, Georgia-based fee-only fiduciary wealth management firm offering asset management, tax preparation, estate planning and financial planning services. Wiser’s unique investing techniques have earned Casey speaking engagements at top ETF conferences around the world. When not running Wiser Wealth, Casey doubles as a pilot for an Atlanta-based commercial airline. Continue reading →