The Wiser Wealth Blog
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 [...]
Will there be a recession in the next year?
If you’ve watched or listened to the news recently, you may believe a recession is inevitable in the next 12 months. Between the escalating trade war with China and slowing [...]
Avoid Short-Term Market Jitters
Avoiding short-term market jitters is important when managing your portfolio. Vanguard released a simple chart recently showing how exiting the market in December 2018 would have affected the value of [...]
Dollar Cost Average or Lump Sum Investing – Here’s our Take
Do you dream about the day you win the lottery or inherit a large sum of cash from a long-lost relative you didn’t know you had? Or, are you planning [...]
Say No! to the Annuity Salesperson
Indexed Annuities are a Bad Deal I found a website the other day that promises to teach you about indexed annuities in seven free lessons on “strategies the rich use [...]
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