Tag Archives: Casey Smith

Casey Smith Interviewed at SeekingAlpha.com

Casey Smith, President of Wiser Wealth Management, was recently interviewed by seeking alpha.com about the firms investment strategy and his outlook into 2014. You can view the article here.…

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Retooling Your Bond Portfolio

Many investors, especially retirees and conservative investors are investing in bonds either individually, through a bond mutual fund or a bond exchange traded fund (ETF). Investors seem to associate bonds with safety, but this may not be the case going forward. How can you protect your bond portfolio in these uncertain times? Continue reading

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Payoff that Mortgage Prior to Retirement

If your house was paid for, would you take out a loan to invest it in the stock market? Amazingly many people reading this would actually pause to think about it. The answer should be no. Continue reading

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Casey Smith has Article Published in Cobb Business Journal

Casey Smith had an article published in the June edition of the Cobb Business Journal. Continue reading

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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

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Global Real Estate in Your Portfolio

With the impact that the European debt crisis is having on portfolios, many people are looking for ways to diversify from this impact. Adding real estate to your portfolio is one way to do this. 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.…

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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.…

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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

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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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ASA 401k Plan Changes

By now you have received notice that there are some changes happening within the ASA JPMorgan 401k plan. The good news is some of the funds are getting cheaper. Thefrustrating part is this should and could have happened a long time ago. Continue reading

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Letter to Clients – Global Debt Crisis

The last few days have been very volatile ones for the global stock markets. The headlines of a Greek debt default and the US August 2 debt limit increase deadline are contributing to the uncertainty in the market. 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

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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.

http://seekingalpha.com/article/245100-casey-smith-playing-defense-with-commodities-emerging-market-debt

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An ETN to replace the Variable Annuity?

A new exchange traded note (ETN) has come to market offering a well-known approach to investing found in active investment strategies, but new to the exchange traded products. The US RBS Trend Pilot ETN (ticker TRND) tracks the total return of the S&P 500 (actual return plus dividends), but provides safety in that if the S&P 500 drops below its 200 day moving average, then TRND will “sell” the S&P 500 and “purchase” short duration US treasury bonds. Looking back to 2008, TRND would have been in treasuries during the financial crisis, missing the worst decline in the S&P 500 in decades and benefiting from treasuries climbing to record prices. Continue reading

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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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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.…

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Why do they keep trying to sell you that annuity?

There are several types of annuities with the most popular being the variable annuity. The bank salespeople, often falsely referred to as financial advisors, make the sales pitch sound as if these products are the best things since the Wright Brothers took flight. I say buyer beware. Continue reading

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Casey Smith Quoted in the New York Times

Casey Smith was quoted in the New York Times Continue reading

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Can An ETF Collapse? The Study that was proven false.

Can an ETF Fail? A study by two PHD’s makes one believe that ETFs are unsafe investments. Continue reading

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Free ETF Trades at TD Ameritrade

TD Ameritrade offers 100 commission free ETFs. Continue reading

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Mosque vs. Capitalism

It really comes down to symbolism. The World Trade Towers symbolized American Capitalism created from a free people. The Towers reminded us that Americans have the freedom to invest. The freedom the innovate. The freedom to take risks and earn great rewards. The freedom to learn. The freedom to live…. a free people.
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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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Casey Smith Interviewed by Seeking Alpha’s Just One ETF

Casey Smith interviews with SeekingAlpha.com Continue reading

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The Unemployment Report – 5/7/10

The amount of jobs added went up in April even well above what is expected, adding 290,000 jobs to the market. Up from 200,000 added in March. Continue reading

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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

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Should you put ETFs in your 401k?

ETFs are empowering individual and professional investors with the power of transparency, diversification, low fees, and, compared to many of active fund managers, better performance. …

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My Boca Experience – Inside ETF Conference 2010

I was recently privileged to be on a panel at the Inside ETF Conference in Boca Raton, FL last week.  The event was a great success with over 800 attendees, and was broadcasted live by CNBC.…

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Fiduciary and the “B”

Is the “lack of demand” for the ‘B’ share mutual funds because brokers are cleaning up their act and ditching one terrible product to show that they really don’t need to be fiduciaries to have the client’s best interest at heart? Continue reading

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Closet Indexer

There is an old joke that financial news journalists write about the hot stock or mutual fund by day and privately invest in long term healthy index funds by night. Could this be true of active fund managers as well? Continue reading

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Indexing Thought Brought to you by Today’s Mail

A look at look at 401k Maximizer, a active trading platform for airline employees and how this pie in the sky approach may leave some grounded in the long term. Continue reading

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Unpacking Global Sectors

Recently, many have reasoned that sectors drive market returns. Using the complete lineup of global sector ETFs from iShares, an investor can utilize the power of sectors within the US while reaching into developed and emerging international markets for simple to complex asset allocation strategies.…

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The Debt Problem in Bond ETFs

This article was written for www.etfmarketpro.com

International bond ETFs are an asset we can no longer ignore, but as some industry experts have brought up in the past, bond ETF construction has many inherent flaws.…

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What Moves a Currency

We have been bombarded with spam emails claiming that the dollar is falling and that we must purchase their strategy to save our portfolios.…

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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 …

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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 …

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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.

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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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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 …

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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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Correlations of the Crash

Correlation is generally defined as “the strength and direction of a linear relationship between two random variables.”…

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Run..Run.. from the Salesman with the Annuity!! UPDATED

I had a email conservation today with an old friend who just purchased an annuity.…

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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. …

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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 …
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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.…

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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.…

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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.  …

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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. …

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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.…

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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.…

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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.…

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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
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