atlanta financial advisor Archives – Wiser Wealth Management

Who Makes up the Fortune 500 Companies?

Landing on the Fortune 500 is a pie-in-the-sky dream of many business owners. The most profitable U.S. companies that make up the latest list collectively employ 27.9 million individuals across the world and represent $840 billion in profits and $12 trillion in revenues. Who are these business dynamos and where are many of them based? The Top 10 In June 2016, Fortune magazine took a look at 2015’s top moneymakers, most of which are household names. The No. 1 spot goes to the Arkansas-based big-box […]
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What Britain Leaving The EU Means

The EU (European Union) was established following the end of WW II in order to offer financial and structural stability for European countries. Since its establishment, the EU has grown to a membership of 28 countries, abiding by various rules and policies set forth by the EU Council. One of the responsibilities of member EU countries is to accept and honor immigrants and citizens from other EU countries as part of the human rights initiatives recognized by the EU. Immigration has been a topic of […]
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Casey Smith to Present at IMN’s Annual Global Indexing Conference

Casey Smith will be presenting on a panel at the IMN Annual Global Indexing Conference in Dana Point, CA later this month. Casey will talk about how Wiser Wealth builds portfolios using Exchange Traded Funds (ETFs). It is an honor to be part of the speaking panel and at a conference that attracts the world’s leading ETF experts. You can learn more about the conference HERE. You can listen to the recorded session HERE.
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Get Inspired by These 3 Effective TED Talks

The most esteemed TED Talks are the ones that surprise and delight while delivering keen insight. Some of the best and brightest minds can radically change the way we think about and understand our world through personal confessions or by connecting seemingly disparate thoughts. This is especially true for the following 3 business-related TED talks that we found. The Science of Body Language Social psychologist Amy Cuddy delivered a 2012 talk entitled “Your Body Language Shapes Who You Are,” which has now received more than […]
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Casey Smith Interviewed on Business Radio X

Casey Smith was interviewed on Business Radio X in Atlanta. He talked about fiduciary fee-only advisory services and Wiser’s role in a very confusing financial services industry. You can listen to the broadcast here.   Have more questions? Email me at info@wiserinvestor.com or use the Contact Us page.
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Why Stocks Go Down When Oil Drops

Equity markets descended in January alongside oil prices, while testing new lows with a visible increase in volatility. Oil’s dramatic price drop has been a catalyst for stock prices heading lower, a so-called correlation that has actually existed for years. There are various theories as to how oil and stock prices might be correlated; yet one of the most accepted revolves around macro economic global dynamics. Oil is the most traded and actively utilized commodity in the world whose consumption represents the economic activity worldwide. […]
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Social Security Planning Update – A Loophole is Closed

During the financial planning process here at Wiser, we use planning software to determine the best strategy to take Social Security benefits. Social Security can be applied for and received in many different ways. A lot of clients assume that they should take it as soon as possible, but for many this option could hurt them in the long run. Assuming you did planning, a common way to take Social Security for a couple was called file and suspend. The file and suspend method worked […]
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Checking a Broker’s Background Gets a Mandatory Link

FINRA, the regulatory authority for stock brokers and investment advisors, has recently approved a new rule requiring brokers to place a link on their webpage to connect the retail client to the FINRA broker check website. The FINRA broker check site provides professional background checks on advisors, disclosing client complaints and professional disciplinary actions against the advisor. The link, unfortunately, is not required to take the viewer all the way to the broker’s background. Instead the viewer will need to enter the brokers name or […]
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Casey Smith to Moderate a Panel at Atlanta Family Office Trends Event

Casey Smith will be moderating a panel on portfolio allocation at the September 15th Atlanta Family Office Trends Event. This exclusive event is oriented towards persons in the Family Office industry working primarily for single family offices, Ultra High Net Worth Individuals as well as multi-family offices. The agenda for the day is reviewing trends in family offices with leading experts on the subject matter. This event is for people who presently run or are considering launching a Family Office. Agenda
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Casey’s Blog on Teaching Children About Money Featured in Cobb Business Journal

Casey’s Wiser Blog article on teaching children about money was chosen by the Marietta Daily Journal and Cobb life Magazine as a featured article in print and online. You can view the article here.
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