Wiser Wealth Management Blog

big tech
Five in Twenty

Five in Twenty: June 18, 2021

SUMMARY: On today’s Five in Twenty video, Casey and Brad tackle five topics in less than twenty minutes! Topics include speculation & investing, Big Tech, trading changes, Boeing vs Airbus, and corporate debt. TIMESTAMPS: 0:20 Speculation & Investing 4:18 Big Tech 8:48 Trading Changes 14:33 Boeing vs Airbus 18:24 Corporate Debt LINKS: Learn more about Casey Smith and connect with him on Twitter. Learn more about Brad Lyons. Learn more about Matthews Barnett. CONNECT ON SOCIAL MEDIA: Twitter, Instagram, Facebook, LinkedIn, and YouTube. Wiser Wealth

Read More
the first financial crisis
Personal Finance

The First Financial Crisis: Tulip Mania

When you hear the words “financial crisis,” the first thing that comes to mind might be the stock market crash of 1929, the 2008 housing bubble, or another significant financial event in history. The first financial crisis actually did not involve stocks, mortgage loans, or anything else you might initially guess. The first financial crisis began in Holland in the seventeenth century over one unexpected commodity: tulip bulbs. This blog is part of a series written by our summer intern, Makenna. This series is based

Read More
Invest
Podcast

Invest Now, In this Market?

On this week’s Wiser Roundtable Podcast, the team talks about the difficulty of timing the market and whether you should invest at this time.. Listen on Apple Podcasts or through YouTube: SUMMARY: The team begins the podcast by discussing how to calculate a clients required rate of return. This helps the client understand what their money is expected to do for them over a long period of time. This calculation is based upon the client’s unique investment objectives and personal goals. By figuring out the required

Read More
inflation
Personal Finance

Inflation Over Time

One of the unfortunate truths about investing is that no matter how much your money grows over time, inflation will always exist to counteract growth. The rate of inflation may fluctuate over time, but it is an important factor to consider when choosing where to invest your money. Because inflation is not a visible loss from your investment portfolio each year, it is crucial to track and acknowledge when measuring the performance of your investments. Let’s look at how inflation has changed over time and

Read More
ransomware
Five in Twenty

Five in Twenty: June 11, 2021

SUMMARY: On today’s Five in Twenty video, Brad and Matthews tackle five topics in less than twenty minutes! Topics include supersonic travel, capital gains, golf balls, ransomware attacks, and taxes per state. TIMESTAMPS: 0:00 Introduction 0:32 Supersonic Travel 3:06 Capital Gains 9:05 Golf Balls 13:06 Ransomware Attacks 15:58 Taxes Per State LINKS: Learn more about Casey Smith and connect with him on Twitter. Learn more about Brad Lyons. Learn more about Matthews Barnett. CONNECT ON SOCIAL MEDIA: Twitter, Instagram, Facebook, LinkedIn, and YouTube. Wiser Wealth

Read More
equal debt opportunity
Personal Finance

Equal Debt Opportunity – Who’s Winning?

New Way to Become Eligible for Credit Cards The WSJ reported last week that JP Morgan is launching a new program to help those with no credit history become eligible for credit cards. They plan to do this by analyzing the applicant’s checking and savings account history. Individuals who have no history of bouncing checks or overdrafts on their account could receive a credit card. This pilot program aims to give adults a chance to build credit, in order to qualify for more debt, such

Read More
CFP®
Podcast

What is a CERTIFIED FINANCIAL PLANNER™?

On this week’s episode of the Wiser Roundtable podcast, the team discusses what a CERTIFIED FINANCIAL PLANNER™ is and the process of becoming one. Listen on Apple Podcasts or through YouTube: SUMMARY: The team begins the podcast by discussing what a CERTIFIED FINANCIAL PLANNER™ is, and why it is important to find a financial advisor who holds the CFP® certification. CFP® professionals commit to ethical standards set by the CFP Board that require the CFP® certificant put their clients interests first. After completing a tremendous

Read More
vaccinations
Five in Twenty

Five in Twenty: June 4, 2021

SUMMARY: On today’s Five in Twenty video, Brad and Matthews tackle five topics in less than twenty minutes! Topics include vaccinations, food delivery services, unemployment benefits, Q1 GDP and corporate profits. TIMESTAMPS: 0:00 Introduction 0:35 Vaccinations 3:04 Food Delivery Services 6:18 Unemployment Benefits 10:19 Q1 GDP 12:51 Corporate Profits SHOW NOTES: LINKS: Learn more about Brad Lyons Learn more about Matthews Barnett CONNECT ON SOCIAL MEDIA: Twitter, Instagram, Facebook, LinkedIn, and YouTube. Wiser Wealth Management, Inc. is a registered investment adviser. Information presented is for educational

Read More
ways stocks are valued
Personal Finance

Two Ways Stocks are Valued

This blog is a part of our new series written by Makenna Cooper, finance student at Berry College. Makenna is our 2021 Summer Intern. This new blog series is based off excerpts from the well-known book, A Random Walk Down Wall Street by Burton G. Malkiel. If you plan to invest your money in the stock market, it is important to understand the value of a stock. You may ask, “Shouldn’t the value of a stock simply be the price of the stock?” However, valuation

Read More
real estate
Podcast

Is there a Looming Real Estate Crash?

On this week’s episode of the Wiser Roundtable Podcast, Casey and Matthews are joined by guest, Tom Townsend. Tom is a part of Townsend Realty Group, a Keller Williams Realty Partner. They discuss the current real estate market and whether there is a looming real estate crash. Listen on Apple Podcasts or through YouTube: Podcast Summary: Casey begins by introducing today’s guest, Tom Townsend of Townsend Realty Group, a Keller Williams Realty Partner. In 2021, there is so much demand in the real estate market

Read More

Subscribe To Our Blog

Recent Tweets

On today’s Five in Twenty video, Casey and Brad tackle five topics in less than twenty minutes! Topics include speculation & investing, Big Tech, trading changes, Boeing vs Airbus, and corporate debt.

https://conta.cc/3vxmn2J #investing #bigtech #boeing #airbus #aviation #debt

The world’s first financial crisis began in Holland in the 17th century over one unexpected commodity: tulip bulbs. This blog is part of our series written by our intern, Makenna. It's based off excerpts from the book, A Random Walk Down Wall Street. https://conta.cc/3guiYNH

On today's new episode of the Wiser Roundtable podcast, the team talks about the difficulty of timing the market and whether you should invest at this time. Listen wherever you get your podcasts!

https://conta.cc/3gzOEAg #investing #stockmarket #investingtips #finance

The rate of inflation may fluctuate over time, so it's an important factor to consider when choosing where to invest your money. This is part of our series written by our intern, Makenna. It's based off excerpts from "A Random Walk Down Wall Street". https://conta.cc/3cI1pYm

On today's Five in Twenty video, Brad and Matthews tackle five topics in less than twenty minutes! Topics include supersonic travel, capital gains, golf balls, ransomware attacks, and taxes per state.

https://conta.cc/3guWI4W #supersonictravel #capitalgains #ransomware #taxes

Load More...