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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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.
Should You Pay Off Your Mortgage?
A common question asked by many of our new clients is, “Should I pay off my mortgage?”
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.
Why Stocks Went Down When Oil Went Down
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.
Checking A Broker’s Background Gets A Mandatory Link
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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