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?
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Wiser Wealth – 2013 Five Star Wealth Manager of the Year

Wiser Wealth has received the 2013 Five Star Wealth Manager Award for overall client satisfaction.
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Wiser Wealth’s 2013 Outlook – Interview by SeekingAlpha.com

Casey Smith is President of Wiser Wealth Management, a Marietta, Georgia-based fee-only fiduciary wealth management firm offering asset management, tax preparation, estate planning and financial planning services. Wiser’s unique investing techniques have earned Casey speaking engagements at top ETF conferences around the world. When not running Wiser Wealth, Casey doubles as a pilot for an Atlanta-based commercial airline.
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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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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.
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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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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.
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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.
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Free ETF Trades at TD Ameritrade

TD Ameritrade offers 100 commission free ETFs.
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