Tag Archives: Marietta financial advisor

2014 – Interview with SeekingAlpha.com

This is the fourth piece in Seeking Alpha’s Positioning for 2014 series. This year we have once again asked experts on a range of different asset classes and investing strategies to offer their vision for the coming year and beyond. As always, the focus is on an overall approach to portfolio construction. Continue reading

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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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Who Needs Long Term Care?

Having a long term care policy in place can help you preserve assets that would otherwise be diverted to custodial care, and give you peace of mind that your care needs will be addressed should the need arise. 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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Wiser Wealth – 2013 Five Star Wealth Manager of the Year

Wiser Wealth has received the 2013 Five Star Wealth Manager Award for overall client satisfaction. 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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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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Free ETF Trades at TD Ameritrade

TD Ameritrade offers 100 commission free ETFs. Continue reading

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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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Wiser Helps Those Out of Work – Free Tax Prep

Wiser Wealth Management offers free tax preparation services to those currently out of work. Continue reading

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