The Wiser Wealth Blog
Small Business Relief
Small businesses across the country run America. More people are employed by small businesses than any other size. It makes sense that to help the economy fight COVID-19 with the [...]
Buyer Beware: Life insurance targeting college parents
A recurring and concerning theme we have heard about recently at Wiser Wealth Management is college prep “counselors” and insurance agents pushing whole life insurance as the miracle college savings [...]
Are We Going to Be Ok?
I drove to the office Friday morning after the state of Georgia mandated shelter in place (my business allows me to be essential). My commute is only 3 miles, but [...]
Volatile markets: Don’t rely on headlines
Falling and volatile markets and drastic headlines can tempt individuals to abandon their long-term investing plans. Their thinking might go something like, let’s wait until it’s over, hoping to catch [...]
What is loss aversion and how to avoid it?
Loss aversion refers to people's tendency to prefer avoiding losses to acquiring equivalent gains: loss aversion implies that someone who loses $100 will be more disappointed than another person will [...]
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, [...]
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