Casey T. Smith

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

Following: 19 Followers: 2065

ALL CONTRIBUTIONS

Mega Backdoor Roth Explained
Sunday, February 16, 2020 10:00 PM EST
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.
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What Is A Donor Advised Fund?
Monday, January 20, 2020 8:00 PM EST
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 all.
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Don’t Let Short Sightedness Hurt Your Portfolio
Sunday, January 13, 2019 10:01 AM EST
You can’t drive your car well by only focusing on the closest lane marker, you have to look out. The same applies to successful investing.
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What Britain Leaving The EU Means
Friday, June 24, 2016 10:08 PM EST
Healthy companies will always win despite short term news cycles.
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Why Stocks Went Down When Oil Went Down
Sunday, February 14, 2016 11:22 PM EST
Equity markets descended in January alongside oil prices, while testing new lows with a visible increase in volatility. Oil’s dramatic price drop has been a catalyst for stock prices heading lower, a correlation that has actually existed for years.
In this article: OIL, USO
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Checking A Broker’s Background Gets A Mandatory Link
Wednesday, November 11, 2015 11:55 AM EST
FINRA, the regulatory authority for stock brokers and investment advisors, has recently approved a new rule requiring brokers to place a link on their webpage to connect the retail client to the FINRA broker check website.
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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 2 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)

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.