Casey T. Smith Blog | Talkmarkets | Page 1
President, Wiser Wealth Managemen
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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

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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?”
Q2 2020 Market Update
A market update for the second quarter of 2020. The stimulus package, zero interest rates, and unemployment are discussed along with market commentary for the remainder of 2020.
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.
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?
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.
COVID19 Economic Recovery
Investment portfolios have seen a wild ride in the past year.
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.
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.
Small Business Relief
Small businesses across the country run America. More people are employed by small businesses than any other size.
Volatile Markets: Don’t Rely On Headlines
Falling and volatile markets and drastic headlines can tempt individuals to abandon their long-term investing plans.
Fear Versus Data
No one likes losing. It is in our human nature to suppress our losses and focus on our wins or even to just avoid losing altogether.
Coronavirus Impact To Markets
Stock markets around the globe have been rocked this week by fears of the coronavirus spreading beyond its origin.
Mega Backdoor Roth Explained
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.
What Is A Donor Advised Fund?
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.
Don’t Let Short Sightedness Hurt Your Portfolio
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.
What Britain Leaving The EU Means
Healthy companies will always win despite short term news cycles.
1 to 16 of 20 Posts
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