Return to Blog

Advisor Caught Stealing?


On today's Five in Twenty video, Casey and Brad tackle five topics in less than twenty minutes! Topics include just like 2000, advisor caught stealing, digital assets, wrong market analysis, and free money.

Just Like 2000

Are there similarities between tech stocks now vs tech stocks in the year 2000?

Advisor Caught Stealing

This occurred at a firm in Miami, FL. These investment professionals abused their position and acted in a fraudulent way.

Digital Assets

Digital asset investments saw a third consecutive week of outflows totaling $75 million USD.

Wrong Market Analysis

Mechanical models and predictions are more accurate than those made by a person. Aggregating forecasts can reduce noise, but not necessarily bias.

Free Money

There have been unintended consequences due to stimulus checks that have affected many families.


0:20 Just like 2000?

4:00 Advisor Caught Stealing

9:45 Digital Assets

12:27 Wrong Market Analysis

17:22 Free Money


Learn more about Casey Smith and connect with him on Twitter.

Learn more about Brad Lyons.

Learn more about Matthews Barnett.


Twitter, Instagram, Facebook, LinkedIn, and YouTube.

Wiser Wealth Management, Inc. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

Happy Birthday to Kylie, our Marketing Assistant! Kylie works hard behind the scenes on our website, podcast, social media, and so much more.

Meet Daphne, our Financial Planning Intern. She is studying Finance at The University of Georgia. We are excited she's joined us for the summer!

Your Medicare premium is affected based on which tax bracket you fall within after age 63. IRMAA is your income-related monthly adjustment amount. Watch today's video to learn more about how IRMAA works. #irmaa #medicare

The big question is, will we have a recession in 2022? Watch this video to find out! #recession2022 #recession

Happy birthday to LJ our Video Production Manager! LJ works behind the scenes producing all of our podcasts and videos that we post every week. 🎉



Client Access

Firm Information

Schedule a Meeting
678-905-4450[email protected]
Google Rating
Based on 71 reviews