Casey Smith

Retooling Your Bond Portfolio

Many investors, especially retirees and conservative investors are investing in bonds either individually, through a bond mutual fund or a bond exchange traded fund (ETF). Investors seem to associate bonds with safety, but this may not be the case going forward. How can you protect your bond portfolio in these uncertain times?
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Payoff that Mortgage Prior to Retirement

If your house was paid for, would you take out a loan to invest it in the stock market? Amazingly many people reading this would actually pause to think about it. The answer should be no.
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Global Real Estate in Your Portfolio

With the impact that the European debt crisis is having on portfolios, many people are looking for ways to diversify from this impact. Adding real estate to your portfolio is one way to do this.
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ASA 401k Plan Changes

By now you have received notice that there are some changes happening within the ASA JPMorgan 401k plan. The good news is some of the funds are getting cheaper. Thefrustrating part is this should and could have happened a long time ago.
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Letter to Clients – Global Debt Crisis

The last few days have been very volatile ones for the global stock markets. The headlines of a Greek debt default and the US August 2 debt limit increase deadline are contributing to the uncertainty in the market.
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Wiser Wealth Speaks to BIG

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.
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Casey Smith Interviewed at Seeking Alpha

Casey Smith was interviewed by Jonathan Liss, Sr. Editor of ETFs at SeekingAlpha.com. The interview focused on 11 questions for 2011. The interview can be viewed at the link below. http://seekingalpha.com/article/245100-casey-smith-playing-defense-with-commodities-emerging-market-debt
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An ETN to replace the Variable Annuity?

A new exchange traded note (ETN) has come to market offering a well-known approach to investing found in active investment strategies, but new to the exchange traded products. The US RBS Trend Pilot ETN (ticker TRND) tracks the total return of the S&P 500 (actual return plus dividends), but provides safety in that if the S&P 500 drops below its 200 day moving average, then TRND will “sell” the S&P 500 and “purchase” short duration US treasury bonds. Looking back to 2008, TRND would have been in treasuries during the financial crisis, missing the worst decline in the S&P 500 in decades and benefiting from treasuries climbing to record prices.
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Casey Smith Interviewed by etfshub.com – Active ETFs

Casey Smith talked with Shishir Nigam of etfshub.com to discuss the future of Active ETFs and the hurdles that they will need to overcome.
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Casey Smith Visits the NYSE

On October 27th, Casey Smith spoke at the Art of Indexing Summit at the Westin Times Square Hotel in New York. The day prior, Casey, his family and Ashley Painter (Intern) were invited to the opening bell at the NYSE.
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Recent Tweets

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I posted a new photo to Facebook http://t.co/EGbcYmEqYf
- Monday Oct 20 - 11:00pm

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Corporate earnings remain strong. This is good for buy and hold investors.
- Wednesday Oct 15 - 10:06pm