The Wiser Wealth Blog
Charles Schwab – TD Ameritrade purchase
On Thursday, November 21st, news broke that Charles Schwab is purchasing TD Ameritrade, the custodian we use here at Wiser Wealth. This purchase is not a complete surprise as there has [...]
Q4 Intra-Quarter Portfolio Rebalance
On Friday November 15, 2019, our BlackRock model guidance prompted us to do a Q4 intra-quarter portfolio rebalance. Thus, you may have received trade notifications associated with this firm-wide rebalance. [...]
How does your car payment compare?
Taking out a car loan is the way most Americans can afford to purchase a car. The current average loan size of a new car loan is $32,187 and the [...]
Robert Swarthout joins Advisory Board
We are excited to announce the addition of Robert Swarthout to our Advisory Board. The Wiser Wealth Advisory Board currently has four members who provide guidance to Casey Smith and [...]
Myths about credit scores
The Wall Street Journal recently published an article titled “9 myths about credit scores.” Knowing what actions truly impact your credit score is crucial if you are working on improving [...]
Inside ETF 2020 – Casey Smith to present
Casey Smith will present on a panel at the Inside ETF 2020 Conference in Hollywood, FL in January 2020. Casey will speak about the evolution of advisor compensation. It is [...]
Are you getting good financial advice?
You go to a financial advisor looking for advice. What you hear might sound good, but how do you know the advice is genuine and not focused toward selling products [...]
Wealth management isn’t just for the wealthy
With over nineteen years in the wealth management industry, I have noticed that most of the clients I help do not consider themselves wealthy, yet their net worth is above [...]
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