wiser wealth management

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?
read more

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.
read more

Why You Need an Estate Plan

Many people think estate plans are for the rich and not necessarily famous. After all, most of us don’t have millions of dollars sitting around, with heirs who fight with murderous intent. But you would be surprised at how useful – even essential – an estate plan can be for the average citizen.
read more

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.
read more

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.
read more

Why do they keep trying to sell you that annuity?

There are several types of annuities with the most popular being the variable annuity. The bank salespeople, often falsely referred to as financial advisors, make the sales pitch sound as if these products are the best things since the Wright Brothers took flight. I say buyer beware.
read more

Can An ETF Collapse? The Study that was proven false.

Can an ETF Fail? A study by two PHD's makes one believe that ETFs are unsafe investments.
read more

Free ETF Trades at TD Ameritrade

TD Ameritrade offers 100 commission free ETFs.
read more

American Debt

Debt, while once viewed as a negative for the average American, now seems to simply be a part of life. Using credit and having debt outstanding is normal now not only for the most people, but for the government as a whole. The US federal government deficit is currently over $13 trillion and is growing by about $4.09 billion each day. To put this amount into perspective, with a $13 trillion debt obligation, each person in the world owes almost $2,000. That is $2,000 for 6.7 billion people.
read more

International Corporate Bond ETFs Have Arrived

PowerShares listed the second-ever international corporate bond ETF for trading this week, behind State Street Global Advisor’s international corporate bond product, falling right in step with the unfolding of the debt crisis in Europe. The PowerShares ETF provides a broad exposure to international, investment-grade corporate bonds issued in developed countries.
read more

Recent Tweets

wwm twitter

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

wwm twitter

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