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. Casey also talked about Wiser’s summer internship opportunity for BIG members and the creation of the BIG Advisory Board. Casey graduated from Berry College in 2000 and was the second president of BIG. BIG manages a real portfolio of stocks currently valued at 170K. The students are allowed to use earnings to benefit the school. A college chapel air conditioner, CNBC on campus tv, campus wifi and a large movie screen are some examples of how BIG has benefited Berry College. www.berry.edu
Corporate earnings remain strong. This is good for buy and hold investors.
- Wednesday Oct 15 - 10:06pm
"An obstacle is often a stepping stone." - William Prescott
- Tuesday Oct 14 - 11:00am