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Wiser Wealth Management Blog

Wiser Wealth Management, Inc congratulates Dr. Brad Bushnell, MD on his appointment to the Berry College Board of Trustees.

Wiser® Wealth Management, Inc congratulates Dr. Brad Bushnell, MD on his appointment to the Berry College Board of Trustees. In celebration of Dr. Bushnell’s success, Wiser® Wealth Management, Inc is donating $1,000 to the Dr. Bushnell led, Berry College Billy Yeomans Land Management Scholarship Fund. We challenge friends of Berry and Berry Alumni to help us fully fund this scholarship. With 27,000 contiguous acres of woodlands, meadows, streams, and mountains, Berry College has earned national acclaim as one of the most beautiful college campuses in

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Wiser News

Casey Smith visits with Steve Forbes

On March 31st Casey Smith attended a lecture by Steve Forbes at Berry College. Casey, on the Berry Board of Visitors, had the opportunity to speak briefly with Mr. Forbes prior to the lecture.

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Wiser Wealth Speaks to BIG

Casey Smith spoke to the Berry Investment Group (BIG) today. He talked about the usage of Exchange Traded Funds (ETFs) to build complete portfolios at all risk levels as well as why and how fee only fiduciary advisors are taking market share from big brokerage firms.

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Wiser Women Have Lunch at Berry College

The Wiser Women had lunch Thursday the 5th at Berry College in Rome, GA. Wiser Women is a group of widow ladies who are all clients of Wiser Wealth Management. The group and their friends have lunch once a quarter with the Wiser staff. In the past, this event has been at the Swan Coach House in Atlanta. This quarter, Wiser had Gabriel’s Desserts of Marietta cater a lunch at the Berry College Alumni Center. The Alumni Center is in the famous Ford Buildings at Berry. Representatives

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Casey Smith quoted in Berry Magazine

Casey was quoted in the latest Berry Magazine published by Berry College for friends and Alumni of the school. Casey’s quote came from a phone interview about gifting assets to the school through wills and trusts. The article did not touch on Casey’s main point, which is that any advice on gifting should be sought from a professional acting in a fiduciary capacity. A non-fiduciary or salesperson such as a banker or broker may only be looking to make a sale of an annuity or life

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Casey Smith to visit the Berry Investment Group (BIG)

Casey will be speaking to the Berry Investment Group (BIG) Thursday, November 5th. BIG is a student run investment group at Berry College in Rome, GA. The now famous club manages a real portfolio and uses its earnings to benefit the school. Casey was the club’s second president and served two terms during his Junior and Senior years at Berry. His group funded additional informative channels, such as CNBC, for the college’s TV service and helped pay for the College Chapel’s air conditioner. Since that

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