The Wiser Wealth Blog
Financial Advisor Fees
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 [...]
Donor advised fund explained
You may believe that in order to have your own family charitable fund you need to have a last name like Gates or Rockefeller. This is not the case at [...]
Market Commentary Q4 2019
Market Commentary Our market commentary begins with a review of how we entered 2019 with news headlines claiming that the year would be a horrible recession with TV pundits predicting [...]
SECURE Act – What you need to know
The Setting Every Community Up for Retirement Enhancement (SECURE) Act was attached to the 2020 budget bill and signed into law on December 20th by President Trump. The Act, championed [...]
Charles Schwab – TD Ameritrade purchase
On Thursday, November 21st, news broke that Charles Schwab is purchasing TD Ameritrade, the custodian we use here at Wiser Wealth. This purchase is not a complete surprise as there has [...]
Q4 Intra-Quarter Portfolio Rebalance
On Friday November 15, 2019, our BlackRock model guidance prompted us to do a Q4 intra-quarter portfolio rebalance. Thus, you may have received trade notifications associated with this firm-wide rebalance. [...]
How does your car payment compare?
Taking out a car loan is the way most Americans can afford to purchase a car. The current average loan size of a new car loan is $32,187 and the [...]
Robert Swarthout joins Advisory Board
We are excited to announce the addition of Robert Swarthout to our Advisory Board. The Wiser Wealth Advisory Board currently has four members who provide guidance to Casey Smith and [...]
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