Financial Education Videos
Financial Education
ESG Coming to Your 401k Plan
Just before Thanksgiving, the Biden administration made some changes where they basically gave 401k plan providers and pension managers the ability to use ESG funds inside retirement accounts. ESG stands [...]
SPIVA Scorecard: S&P Index vs Passive Management
The SPIVA scorecard stands for S&P indices versus active. There is a long debate in the financial space about whether active investing or just buying the index is better. Active [...]
Will a Stock Market Decline Kill My Retirement?
A question we often get is, will the stock market decline kill my retirement? This question is more complicated than one might think. The answer varies for people in different [...]
Tips to Grow Your Business in the New Year
Here at Wiser, we can relate to customers who are trying to grow their businesses. It is important to set goals that are obtainable, but almost out of reach, which [...]
Is It a Bad Idea to Start Taking Social Security at 62?
60% of the people we work with are approaching retirement or the social security age. People often ask, is it a bad idea to take social security at age 62? [...]
Should Retirees Get Out of The Stock Market?
It's the time of year when most of us start getting our quarterly statements, which can be scary considering the stock market has been down recently. With this comes a [...]
The 2022 Election and Your Money
Today is election day, and with that comes a lot of opinions. Do politics really matter when it comes to an investment portfolio? The short answer is no. An article [...]
Why Do Bond Prices Fall When Market Interest Rates Increase?
One question we often get is, why are bond prices falling, yet interest rates are going up? The answer is simple, that's just how it works. When the FED raises [...]
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