Articles

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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2013 ASA JP Morgan 401k Changes

You will or recently have received information in the mail about some ASA JP Morgan 401k plan investment option changes.
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The Power Of Compounding

The Power Of Compounding – Vanguard.com If you’re patient and disciplined, your money can work for you and make a real difference in your account balance over time. The key is the power of compounding, the snowball effect that happens when your earnings generate even more earnings. You receive interest not only on your original investments, but also on any interest, dividends, and capital gains that accumulate—so your money can grow faster and faster as the years roll on. This is particularly evident in retirement […]
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Janus Overseas.. A Supporting Role

Janus Overseas is one of three international fund choices within the ASA JP Morgan 401k plan. The fund has historically attracted the retirement savings of plan participants due to its superior performance. The fund fell hard in 08 just like any other stock investment during the financial crisis only to have a tremendous rebound, quickly making up prior losses. Recently however the fund has failed to beat its benchmark and its competition within the 401k plan. When choosing which funds to allocate to within the […]
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ASA Retirement Planning Workshop

The ASA MEC Retirement and Insurance Committee Announces the annual Retirement Planning Workshop  For Legacy ASA Pilots and Flight Attendants The workshop will be presented by Express Jet Captain Casey Smith, President of Wiser Wealth Management, Inc. The workshop is specifically designed to cover the Legacy ASA JP Morgan 401k plan.  Materials will be provided to help you determine how much you need to save for retirement, how to choose the best mutual funds, asset allocation and diversification, and many other critical retirement planning topics. […]
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2013 IRS Saving, Gifting and Other Limits

It’s 2013, and the new IRS limits have kicked in. Here’s what you need to know concerning your 401k, IRA and other limits.
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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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The Low Volatility Effect

In any market, your portfolio should be constructed to meet your risk tolerance. But what does this really mean? Advisors should know the historical volatility of their portfolios; many on the selling side of this business don’t have a clue, they just want to sell you a product. For the individual investor there are tools to measure portfolio volatility.
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S&P: Romney Vs Obama Win

Standard and Poors recently released a white paper titled “Election 2012: A Time of Polarizing Politics & Heightened Uncertainty” by David B Mazza, head of ETF Investment Strategy, Americas. This paper does a great job of explaining how portfolios could be tweaked based upon who wins the White House. This is a question that we often get here at Wiser. Markets will adjust either way but there are some consequences to either side taking control. Click HERE to view the PDF. .
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Vanguard Changing Index Benchmarks

Vanguard shocked the investing world today by announcing that they are changing the benchmark of 22 of its funds from MSCI to FTSE indexes.
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