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

2 Experts, 5 Market Topics, 20 Minutes
Our top two guys tackle inflation, ESG funds, spotting bubbles, Q1 earnings and more.
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Week's Review And Roundup, April 5-9
Topics include S&P 500 at 4,000, Archegos, Suez Canal, trouble getting mortgages, and Biden's infrastructure bill.
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Book Review: The Psychology Of Money
A video book review of The Psychology of Money by Morgan Housel. In the book, Housel shares 19 short stories exploring the strange ways people think about money and teaches you how to make better sense of one of life's most important topics.
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Where’s The Yield?
In recent years, many investors have targeted regular income and low risk by investing in qualitative bonds, such as government bonds and investment-grade corporate bonds.
Listen
Equity Markets Respond To COVID-19
The response by economic sectors to coronavirus has been uniquely different from previous market shocks. The U.S. equity market has been one of the best performers on a relative basis since the beginning of the year.
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Should You Pay Off Your Mortgage?
A common question asked by many of our new clients is, “Should I pay off my mortgage?”
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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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PERSONAL BLOG

Latest Posts

Work Experience

Founder and Managing Partner
Wiser Private Equity Real Estate LLC
February 2013 - Present (8 years 6 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 (20 years 4 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.