The Wiser Wealth Blog

Should I just go to cash?

By |March 31, 2020|

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

By |March 12, 2020|

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 [...]

Fear versus Data

By |March 4, 2020|

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 [...]

Coronavirus impact to markets

By |February 28, 2020|

Stock markets around the globe have been rocked this week by fears of the coronavirus spreading beyond its origin. The coronavirus impact to markets has been seen all week long.  [...]

Mega Backdoor Roth explained

By |February 14, 2020|

Many individuals may have heard of a back-door Roth IRA contribution, but most are probably not aware of what a Mega Backdoor Roth is. A Roth IRA and a Roth [...]

Financial Advisor Fees

By |January 27, 2020|

I thought I would share the research I prepared to speak at the Inside ETF's conference this week on financial advisor fees and compensation. To clients, the industry of financial [...]

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