Wiser Wealth Management Blog

On this week’s episode of the Wiser Roundtable podcast, the team provides Q1-2021 market commentary and performance. The market has rebounded from the lows of the pandemic shutdown. The team reviews the winners and losers and why staying invested in the market was the best decision investors could have made in 2020. Listen on Apple Podcasts Or through YouTube: The team starts the podcast by reviewing market performance over the past year. The market has rebounded since the coronavirus shutdown in the spring of 2020. 

On this week’s episode of the Wiser Roundtable podcast, the team discusses a new trend in investing today: custom indexing. The history of indexing, how custom indexing works and predictions on how this will impact the future of investing are explored. Listen on Apple Podcasts Or through YouTube: The team starts the discussion by explaining the history of index funds. According to Investopedia, John Bogle was the founder of the Vanguard Group and a major proponent of index investing. Commonly referred to as “Jack,” Bogle

On this week’s episode of the Wiser Roundtable podcast, the team discusses a craze that has taken Wall Street by storm recently. SPACs are special purpose acquisition companies, essentially shell companies that raise money from investors through stock-market listings. Listen on Apple Podcasts Or through YouTube: SPACs are the topic of today’s podcast. SPACs are special purpose acquisition companies, essentially a shell company that raises money from investors through stock-market listings. They are also known as a “blank check” company. These SPACs are shell companies

On today’s episode of the Wiser Roundtable Podcast, the team discusses the pros and cons of lump sum investing vs. dollar cost averaging. Listen on Apple Podcasts Or through YouTube: Casey starts the show by giving a hypothetical example of receiving a payout from a pension of $800,000.  The group discusses whether an investor should take the lump sum payout and invest a little at a time into the market (dollar cost averaging) or should the investor put the entire payout into the market at

ESG (Environmental, Social and Governance) investing refers to a class of investing that is also known as “sustainable investing.” This is an umbrella term for investments that seek positive returns and long-term impact on society, environment and the performance of the business.  On today’s episode of the Wiser Roundtable Podcast, the team discusses the history of ESG investing, if this type of investng is effective or a marketing ploy. Listen on Apple Podcasts  Or through YouTube: Brad starts the show by explaining how investors use

The Wiser Wealth Management Roundtable where we believe the best financial advice should be conflict free. Host Casey Smith, President of the podcast sponsor Wiser Wealth Management, is joined by co-hosts and colleagues Brad Lyons and Matthews Barnett. In today’s episode, the group discusses building portfolios using Exchange Trading Funds, also known as ETFs. Listen on Apple Podcasts Or through YouTube: Casey begins the conversation by discussing Wiser Wealth Management’s experience utilizing ETFs in their own models beginning in 2004. When they realized how efficient ETFs were becoming, they began