Casey Smith

What Britain Leaving The EU Means

The EU (European Union) was established following the end of WW II in order to offer financial and structural stability for European countries. Since its establishment, the EU has grown to a membership of 28 countries, abiding by various rules and policies set forth by the EU Council. One of the responsibilities of member EU countries is to accept and honor immigrants and citizens from other EU countries as part of the human rights initiatives recognized by the EU. Immigration has been a topic of […]
read more

Casey Smith to Present at IMN’s Annual Global Indexing Conference

Casey Smith will be presenting on a panel at IMN’s Annual Global Indexing Conference in Dana Point, CA later this month. Casey will talk about how Wiser Wealth builds portfolios using Exchange Traded Funds (ETFs). It is an honor to be part of the speaking panel and at a conference that attracts the world’s leading ETF experts. You can learn more about the conference HERE. You can listen to the recorded session HERE.
read more

Get Inspired by These 3 Effective TED Talks

The most esteemed TED Talks are the ones that surprise and delight while delivering keen insight. Some of the best and brightest minds can radically change the way we think about and understand our world through personal confessions or by connecting seemingly disparate thoughts. This is especially true for the following business-related talks. The Science of Body Language Social psychologist Amy Cuddy delivered a 2012 talk entitled “Your Body Language Shapes Who You Are,” which has now received more than 33 million views. Using research […]
read more

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

Recent Tweets

wwm twitter

Now's the time to save for retirement, no matter what generation you're in: https://t.co/aCXT3XUBSd https://t.co/1CfPXa5u7U
- Wednesday Jul 27 - 11:21am

wwm twitter

Kick your email into high gear by subscribing to this newsletter: https://t.co/0Pv68yFQLB https://t.co/4csHNBCOE1
- Sunday Jul 24 - 9:09pm