Casey Smith Archives – Wiser Wealth Management

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 Smith Interviewed at SeekingAlpha.com

Casey Smith, President of Wiser Wealth Management, was recently interviewed by seeking alpha.com about the firms investment strategy and his outlook into 2014. You can view the article here.
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Retooling Your Bond Portfolio

Many investors, especially retirees and conservative investors are investing in bonds either individually, through a bond mutual fund or a bond exchange traded fund (ETF). Investors seem to associate bonds with safety, but this may not be the case going forward. How can you protect your bond portfolio in these uncertain times?
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Retirement without a Mortgage

If your house was paid for, would you take out a loan to invest it in the stock market? Amazingly many people reading this would actually pause to think about it. The answer should be no.
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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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Wiser Wealth’s 2013 Outlook – Interview by SeekingAlpha.com

Casey Smith is President of Wiser Wealth Management, a Marietta, Georgia-based fee-only fiduciary wealth management firm offering asset management, tax preparation, estate planning and financial planning services. Wiser’s unique investing techniques have earned Casey speaking engagements at top ETF conferences around the world. When not running Wiser Wealth, Casey doubles as a pilot for an Atlanta-based commercial airline.
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Global Real Estate in Your Portfolio

With the impact that the European debt crisis is having on portfolios, many people are looking for ways to diversify from this impact. Adding real estate to your portfolio is one way to do this.
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Wiser Wealth Named as Pioneer in ETF Investing

We firmly believe that investing in classic ETFs is a great strategy for investors of all risk tolerances. ETF Database recently noted Casey Smith as a leading advisor using ETFs. You can view their blog here.
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Casey Smith Interviewed at SeekingAlpha.com

Casey Smith, President of Wiser Wealth Management, Inc was interviewed by Jonathan Bliss of SeekingAlpha.com about the firms portfolio’s going into 2012. You can view the interview HERE.
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Casey Smith will Speak at Two ETF Conferences in 2012 , Hollywood FL & Shanghai, China

Casey Smith, President of Wiser Wealth Management, Inc will be speaking at two ETF conferences in first half of 2012.
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