The Wiser Wealth Blog
Fear versus Data
No one likes losing. It is in our human nature to suppress our losses and focus on our wins or even to just avoid losing all together. When looking at [...]
Coronavirus impact to markets
Stock markets around the globe have been rocked this week by fears of the coronavirus spreading beyond its origin. The coronavirus impact to markets has been seen all week long. [...]
Mega Backdoor Roth explained
Many individuals may have heard of a back-door Roth IRA contribution, but most are probably not aware of what a Mega Backdoor Roth is. A Roth IRA and a Roth [...]
How does your 401k balance compare?
Do you often wonder if you have more saved for retirement than your friends or neighbors? While it is really more important to know that you are on the right [...]
Financial Advisor Fees
I thought I would share the research I prepared to speak at the Inside ETF's conference this week on financial advisor fees and compensation. To clients, the industry of financial [...]
Donor advised fund explained
You may believe that in order to have your own family charitable fund you need to have a last name like Gates or Rockefeller. This is not the case at [...]
Market Commentary Q4 2019
Market Commentary Our market commentary begins with a review of how we entered 2019 with news headlines claiming that the year would be a horrible recession with TV pundits predicting [...]
SECURE Act – What you need to know
The Setting Every Community Up for Retirement Enhancement (SECURE) Act was attached to the 2020 budget bill and signed into law on December 20th by President Trump. The Act, championed [...]
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