Tag Archives: Berry College
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 Elected to the Berry College Board of Visitors
Casey Smith has been elected to the Board of Advisors of Berry College. Continue reading
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
Posted in Wiser News
Tagged Berry College, Campbell School of Business, ERT, Executive Round Table
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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 …
Posted in Wiser News
Tagged Berry College, Casey Smith, fiduciary advice, Gifting to schools
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