Tag Archives: wiser wealth management

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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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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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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Why You Need an Estate Plan

Many people think estate plans are for the rich and not necessarily famous. After all, most of us don’t have millions of dollars sitting around, with heirs who fight with murderous intent. But you would be surprised at how useful – even essential – an estate plan can be for the average citizen. 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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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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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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American Debt

Debt, while once viewed as a negative for the average American, now seems to simply be a part of life. Using credit and having debt outstanding is normal now not only for the most people, but for the government as a whole. The US federal government deficit is currently over $13 trillion and is growing by about $4.09 billion each day. To put this amount into perspective, with a $13 trillion debt obligation, each person in the world owes almost $2,000. That is $2,000 for 6.7 billion people. Continue reading

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International Corporate Bond ETFs Have Arrived

PowerShares listed the second-ever international corporate bond ETF for trading this week, behind State Street Global Advisor’s international corporate bond product, falling right in step with the unfolding of the debt crisis in Europe. The PowerShares ETF provides a broad exposure to international, investment-grade corporate bonds issued in developed countries. Continue reading

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Efficient Market Theory and ETFs

One of the most popular ideas in the investing world, the Efficient Market Theory, argues, very simply, that a stock’s price equals its value. This would mean that a stock’s price reflects all publicly known data, including future expectations of the stock’s performance. Continue reading

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ETFs in Europe – Amsterdam ETF Conference

ETFs in Europe are starting to get some interest. This is my journal from the ETF Conference in Amsterdam. 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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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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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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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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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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Wiser Investing 101

A non commission based look at how to obtain the maximum potential from your investments. Continue reading

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Wiser Advice 101

HOW IS WISER WEALTH MANAGEMENT DIFFERENT FROM A STOCKBROKER OR BANK?

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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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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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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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Uncovering The Uncorrelated Asset Class

2008 will be the first full year there has been ETFs tracking emerging market bond indexes.  This is a very unique asset class.…

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Municipal Bond Funds

Casey Smith, President of Wiser Wealth Management, and I were quoted in a recent article about municipal bond funds.  Here’s a quote,…

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Welcome to Wiser Wealth Management in Marietta, GA

Good Day,

This site is intended to feature the research and observations of Wiser Wealth Management, a Registered Investment Advisory Firm in Marietta, Georgia.

To preface all future postings, I would like to share and express our bias towards the investment strategy of indexing and building wealth through indexing.  In …

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