Web Links

Personal Finance

“Mint will download, categorize and graph all of your finances automatically every day, so you know where you’re spending, without spending any effort.” This free site is better than Quicken or Money. Check it out!


Personal Fund
This site helps you determine the real cost of mutual fund ownership. After checking this out, ETFs seem like a “no brainer.”

Index Universe
IndexUniverse.com is the best place on the web to read commentary on indexing and the latest industry news.

ETF Market Pro
This is a great educational site about Exchange Traded Funds as well as index commentary.

iShares, owned by Barclays, is the largest ETF provider. This site has great educational white pages about ETFs as well as portfolio building tools.

Wiser Sponsored Charities

Kitchen Family Alzheimer’s Golf Tournament

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From Our Blog

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...

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 ...

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 ...

Casey’s Blog on Teaching Children About Money Featured in Cobb Business Journal

Casey’s Wiser Blog article on teaching children about money was chosen by the Marietta Daily J...

Right Now You Need to Do Nothing

“Your best move is to stay invested and keep your fingers crossed.”-Jack Bogle, founder,...