Casey Smith Archives – Page 2 of 6 – Wiser Wealth Management

Wiser Quoted in the Atlanta Journal (AJC)

On Monday October 24th Casey Smith was quoted in the Atlanta Journal on the topic of using 401k money to pay late mortgage payments.
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ASA 401k Plan Changes

By now you have received notice that there are some changes happening within the ASA JPMorgan 401k plan. The good news is some of the funds are getting cheaper. Thefrustrating part is this should and could have happened a long time ago.
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Letter to Clients – Global Debt Crisis

The last few days have been very volatile ones for the global stock markets. The headlines of a Greek debt default and the US August 2 debt limit increase deadline are contributing to the uncertainty in the market.
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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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Casey Smith Interviewed at Seeking Alpha

Casey Smith was interviewed by Jonathan Liss, Sr. Editor of ETFs at SeekingAlpha.com. The interview focused on 11 questions for 2011. The interview can be viewed at the link below. http://seekingalpha.com/article/245100-casey-smith-playing-defense-with-commodities-emerging-market-debt
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An ETN to replace the Variable Annuity?

A new exchange traded note (ETN) has come to market offering a well-known approach to investing found in active investment strategies, but new to the exchange traded products. The US RBS Trend Pilot ETN (ticker TRND) tracks the total return of the S&P 500 (actual return plus dividends), but provides safety in that if the S&P 500 drops below its 200 day moving average, then TRND will “sell” the S&P 500 and “purchase” short duration US treasury bonds. Looking back to 2008, TRND would have been in treasuries during the financial crisis, missing the worst decline in the S&P 500 in decades and benefiting from treasuries climbing to record prices.
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Casey Smith Interviewed by etfshub.com – Active ETFs

Casey Smith talked with Shishir Nigam of etfshub.com to discuss the future of Active ETFs and the hurdles that they will need to overcome.
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Casey Smith Visits the NYSE

On October 27th, Casey Smith spoke at the Art of Indexing Summit at the Westin Times Square Hotel in New York. The day prior, Casey, his family and Ashley Painter (Intern) were invited to the opening bell at the NYSE.
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Why do they keep trying to sell you that annuity?

There are several types of annuities with the most popular being the variable annuity. The bank salespeople, often falsely referred to as financial advisors, make the sales pitch sound as if these products are the best things since the Wright Brothers took flight. I say buyer beware.
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Casey Smith Quoted in the New York Times

Casey Smith was quoted in the New York Times
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