Advisor Fiduciary Duty Archives – Wiser Wealth Management

Don’t Let Short Sightedness Hurt Your Portfolio

Investors focus on short term market performance despite saying they are long term investors While downturns seem terrible, in the long term, it is just a blip Avoid the emotional decision to make changes in correcting markets, focus instead on your financial goals December of 2018 brought extreme market volatility to any portfolio holding equities. This volatility brings many interesting conversations. Many start with, “if I had known this was happening, I would have sold and bought back later” or “I read this was coming. […]
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Casey Smith has Article Published in Cobb Business Journal

Casey Smith had an article published in the June edition of the Cobb Business Journal.
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Your 2019 Guide to Tax Deductions
- Thursday Jan 17 - 5:00pm

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Traditional vs. Roth IRA: Which One is Better?
- Tuesday Jan 15 - 5:00pm

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When Is the Earliest You Can File Your Tax Return in 2019?
- Sunday Jan 13 - 5:00pm