The Wiser Wealth Blog
Why Advisors Switch Firms
You get a letter from your advisor informing you that he or she is switching firms. One of your first thoughts might be, why? That’s probably a good first question. [...]
Dow Hits Record High
While most people are still experiencing at least some of the negative effects of the COVID-19 virus outbreak, the US equity markets seem to have shaken off any residual effects [...]
HSAs: The Underutilized Savings Vehicle
According to a Fidelity Retiree Health Care Cost survey, the average retiree age 65 and up will need $295,000 (after tax) to cover the cost of health care expenses while [...]
Saving Up for a House? How to Avoid Holiday Debt This Year
Saving up for a house is exciting, but it’s also a major undertaking. The days and months pass and your savings account gets larger and larger. But then, suddenly, the [...]
October 2020 Market Commentary
October 2020 market had both tricks and treats for investors. Overall, equity markets moved lower for the second month in a row primarily because of investor reactions to Congress’ inability [...]
Medicare Considerations During Open Enrollment
Since Medicare open enrollment started back on Oct 15th, now would be a good time to discuss Medicare considerations. Healthcare expenses are increasing at an alarming rate of over 5%, [...]
Does October Effect Really Exist?
There are many adages in the financial services industry relating to the stock market. As I described in my blog post, Sell in May and Go Away, these phrases may [...]
6 Month Anniversary From Market Lows
Two weeks ago marked the 6-month anniversary of the March 23rd market lows. In March, many thought the world was ending and there was no way to keep the economy [...]
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