fee only advisor Archives - Wiser Wealth Management

3 Business Books Worth Reading

What do some of the most successful people throughout history have in common? They never stop learning. By discovering how some of the business world’s most accomplished individuals achieved greatness, you’re sure to find valuable lessons, perspective and inspiration. For the Entrepreneur Entrepreneurs are a breed of their own, and perhaps the boldest and most enterprising entrepreneur today is Elon Musk. Musk’s singular vision of a more accessible and ecological era of exploration has driven him to blaze an impressive trail that’s captivated both the […]
read more

Wiser Wealth Sponsors LMK Foundation’s Casino Night

Wiser Wealth Management is a lead sponsor for the LMK Foundation Casino Night on March 12th, 2016 at the Marietta Country Club. We invite our clients and friends of Wiser to join us for a fun evening for charity. The foundation works to assist families who are caring for a loved one with Alzheimer’s and other dementias. The LMK Foundation accomplishes its goal three ways: by providing short-term respite care to caregivers from the demands of caring for one with Alzheimer’s or dementia; by offering […]
read more

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. […]
read more

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 […]
read more

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 […]
read more

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
read more

Why Dave Ramsey is Wrong

By Casey Smith President, Wiser® Wealth Management There is no denying that Dave Ramsey has done a commendable job of bringing back our grandparents’ financial values into popular culture. Many Americans have been poor stewards of their finances and have been saddled with avoidable debt. Ramsey’s advice has helped thousands get back on the right financial track. Even at my own company, Wiser® Wealth Management, we use the debt snowball of Financial Peace University to help right the finances of our pro-bono planning clients. Ramsey […]
read more

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.
read more

Recent Tweets

wwm twitter

What does the internet of things mean to you? Know the trends: https://t.co/QB7S4HGWWG https://t.co/VrQaHuNA2W
- Wednesday May 24 - 9:11pm

wwm twitter

What's trending in the world of finance these days? Subscribe to the newsletter for ... https://t.co/XhD6bc3I0X https://t.co/WHMayItpTr
- Sunday May 21 - 9:13pm