President, Wiser Wealth Managemen
Contributor's Links: Wiser Wealth Management

Casey earned a Bachelor of Science Degree with a major in Finance from Berry College, Rome, Georgia. Unhappy with the traditional brokerage product pushing agenda, Casey became a Registered Investment Advisor and formed a fee only financial services firm in June 2001, which later ... more

ALL CONTRIBUTIONS

Working From Home And Your Portfolio
Millions of people are now working from home due to COVID-19. The Wiser team discusses the pros and cons of our new work environments and how working from home is affecting investment portfolios.
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Covid-19 Recovery
A discussion about the current state of the market, economy and Covid-19 recovery. What can history teach us about how we should respond to today’s market volatility?
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How To Recession-Proof Your Household
Is your household ready for a recession? In 2019, American families were living through one of the most prosperous times in our country’s history.
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COVID19 Economic Recovery
Investment portfolios have seen a wild ride in the past year.
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Shape Of The Economic Recovery
Whether the economy is able to recover in the third and fourth quarter is still too early to tell. It depends on the spread of the virus and the behavior of consumers.
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Financial Crisis Survival Tactics
Just a few months ago, unemployment was at a record low. Now with 22 million people unemployed, there is a good chance that many families across the country are suddenly struggling or dipping into reserves.
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STOCKS I FOLLOW

AGG iShares Trust - iShares Core U.S. Aggregate Bond ETF
AOM iShares S&P Moderate Allocation Fund
EFA iShares MSCI EAFE Index
EMB iShares JPMorgan USD Emerging Markets Bond Fund
FFR First Trust FTSE EPRA/NAREIT Global Real Estate Index Fund
GRI Cohen & Steers Global Realty Majors ETF
IEV iShares Europe
IGOV iShares S&P/Citigroup International Treasury Bond Fund
MINT PIMCO Enhanced Short Maturity Strategy Fund
RWO SPDR DJ Wilshire Global Real Estate ETF
SH ProShares Short S&P500
SHY ISHARES LEHMAN 1-3Y ETF
SPLV PowerShares S&P 500 Low Volatility Portfolio ETF
SPY SPDR S&P 500
STPZ PIMCO 1-5 Year US TIPS Index ETF
TRND RBS US Large Cap Trendpilot ETN
USMV iShares MSCI USA Minimum Volatility
VCSH Vanguard Short-Term Corporate Bond ETF
VGK VANGUARD EUROPEAN ETF
VWO Vanguard FTSE Emerging Markets ETF
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TWEETS

PERSONAL BLOG

Latest Posts

Work Experience

Founder and Managing Partner
Wiser Private Equity Real Estate LLC
February 2013 - Present (7 years 7 months)

Wiser Private Equity Real Estate LLC is a private equity fund that invests in real estate in the Bluffton and Hilton Head, South Carolina area. The LLC is made up of qualified investors of Wiser Wealth Management Inc.

President
Wiser Wealth Management
June 2001 - Present (19 years 5 months)

Wiser Wealth Management, Inc.offers FEE ONLY portfolio management, Tax Prep, estate planning, and business retirement plans.

Education

Berry Colllege
BS
1997 / 2000
Finance

Publications

Wiser Wealth Management Blog
Casey Smith
Wiser Wealth Management

We help you identify, understand, and commit to a long-term planning and investment objective that is realistic and appropriate. Our investment and planning solutions are based on putting you first by operating as a fee-only firm and accepting fiduciary responsibility. Quality legal, tax and bookkeeping services support your long-term goals.