The Wiser Wealth Blog
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 [...]
Don’t Let Short Sightedness Hurt Your Portfolio
Investors focus on short-term market performance despite saying they are long-term investors. Don't let short sightedness hurt your portfolio. While downturns seem terrible, in the long-term, it is just a [...]
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