Web Links

Personal Finance

Mint
“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!

Research

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
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

Social Security Planning Update – A Loophole is Closed

During the financial planning process here at Wiser, we use planning software to determine the best ...

ASA Empower 401k Change

TO: Atlantic Southeast Airlines 401k Plan Participants On November 2, 2015 some changes took place ...

Checking a Broker’s Background Gets a Mandatory Link

FINRA, the regulatory authority for stock brokers and investment advisors, has recently approved a n...

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’...

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 write...