The Wiser Wealth Blog
Planning Opportunities During a Bear Market
A bear market provides planning opportunities to add value to our client’s financial lives. With the most recent market selloff and constant bad news surrounding us, it can be easy [...]
Portfolio emergency procedures
In the same way that pilots are trained for emergencies, so has your financial advisor. Let's review the portfolio emergency procedures with an example. You are a passenger on a [...]
First Quarter 2020 Market Commentary
First Quarter 2020 Market Commentary At the beginning of January this year, I could not have predicted that I would be writing about a stock market decline of 20% year-to-date, [...]
Is your plan ready for cash withdrawals?
Ca$h. Who doesn’t like to have some on-hand? We all know the answer to that question. The real question is – if you are taking cash withdrawals as income from [...]
Should I just go to cash?
What just happened? Just over a month ago, the stock market hit all-time highs and unemployment was at record lows. Now, the market has dropped over 30% from intra-year highs, [...]
Wall Street Sell Off
As the market is trying to analyze the economic impact of the coronavirus, it now has to also analyze what cheap oil means for the oil industry and the overall [...]
How Young Adults Can Take Control of Their Financial Future
Youth is a golden financial opportunity. On average, the younger you are, the fewer expenses you have. People in their 20s are more likely to live at home or with [...]
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 [...]
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