Casey Smith, Author at Wiser Wealth Management

Casey Smith Interviewed on Business Radio X

Casey Smith was interviewed on Business Radio X in Atlanta. He talked about fiduciary fee-only advisory services and Wiser’s role in a very confusing financial services industry. You listen to the broadcast here.
read more

Wiser Wealth Sponsors LMK Foundation’s Casino Night

Wiser Wealth Management is a lead sponsor for the LMK Foundation Casio Night on March 12th, 2016 at the Marietta Country Club. We invite our clients and friends of Wiser to join us for a fun evening for charity. The foundation works to assist families who are caring for a loved one with Alzheimer’s and other dementias. The LMK Foundation accomplishes its goal three ways:  by providing short-term respite care to caregivers from the demands of caring for one with Alzheimer’s or dementia; by offering […]
read more

Why Stocks Went Down When Oil Went Down

Equity markets descended in January alongside oil prices, while testing new lows with a visible increase in volatility. Oil’s dramatic price drop has been a catalyst for stock prices heading lower, a so-called correlation that has actually existed for years. There are various theories as to how oil and stock prices might be correlated, yet one of the most accepted revolves around macro economic global dynamics. Oil is the most traded and actively utilized commodity in the world whose consumption represents the economic activity worldwide. […]
read more

Social Security Planning Update – A Loophole is Closed

During the financial planning process here at Wiser, we use planning software to determine the best strategy to take Social Security benefits. Social Security can be applied for and received in many different ways. A lot of clients assume that they should take it as soon as possible, but for many this option could hurt them in the long run. Assuming you did planning, a common way to take Social Security for a couple was called file and suspend. The file and suspend method worked […]
read more

ASA Empower 401k Change

TO: Atlantic Southeast Airlines 401k Plan Participants On November 2, 2015 some changes took place in the ASA Empower 401k plan. In the letter to plan participants, Empower announced that they were changing the share class of the fund. Different share classes of mutual funds generally give discounts on management fees for larger investments. It makes sense that a 401k plan the size of ASA’s should be getting preferred pricing. The Empower notice is actually moving funds from the discounted share classes to, in some cases, […]
read more

Checking a Broker’s Background Gets a Mandatory Link

FINRA, the regulatory authority for stock brokers and investment advisors, has recently approved a new rule requiring brokers to place a link on their webpage to connect the retail client to the FINRA broker check website. The FINRA broker check site provides professional background checks on advisors, disclosing client complaints and professional disciplinary actions against the advisor. The link, unfortunately, is not required to take the viewer all the way to the broker’s background. Instead the viewer will need to enter the brokers name or […]
read more

Casey Smith was a Guest on School For Startups Radio

Casey Smith was recently interviewed by Jim Beach, the host of School For Startups Radio. Jim’s show is on 12 am/fm radio stations and also available online. You can view/listen to Casey’s interview at the link below: Casey Smith on School For Startups Radio.
read more

Casey Smith’s Teaching Children About Money Article Published in AJC

In the September 23rd edition of the Atlanta Journal and Constitution, Casey Smith was a guest writer, submitting his article on  Teaching Your Children About Money. A different version of the article also appeared in the Cobb Business Journal. The original blog can be found here. AJC article here.
read more

Casey Smith to Moderate a Panel at September 15th Atlanta Family Office Trends Event

Casey Smith will be moderating a panel on portfolio allocation at the September 15th Atlanta Family Office Trends Event. This exclusive event is oriented towards persons in the Family Office industry working primarily for single family offices, Ultra High Net Worth Individuals as well as multi-family offices. The agenda for the day is reviewing trends in family offices with leading experts on the subject matter. This event is for people who presently run or are considering launching a Family Office. Agenda
read more

Wiser Welcomes Jana Prance to Our Team

We are excited to announce the addition of Jana Prance to the Wiser team. Jana is a recent graduate of Berry College, where she majored in Accounting and Finance. We look forward to her advancement within our firm. Currently Alexa Brannen is in charge of client services and office management. With the addition of Jana, Alexa will transition to Office Manager when she returns from maternity leave in January. Jana will be taking over the role of client services which includes answering your phone calls, […]
read more

Recent Tweets

wwm twitter

Is it time for a financial plan adjustment? Subscribe to learn more: https://t.co/B4Yb6Ak7sX https://t.co/Nbo8OJZMtJ
- Sunday Sep 25 - 9:03pm

wwm twitter

Using a retirement calculator can help guide your investments for successful savings: https://t.co/D4zObWGScX https://t.co/1B7VcxXsZS
- Friday Sep 23 - 9:00pm