Wiser Financial Coaching

Is your broker making you broker? Does it seem your planner plans not to call? HIRE A COACH!

 

Wiser Financial Coaching is a radically different financial services firm committed to providing our customers with a positive experience in a client-centered, coaching environment.
 

 

To receive your free welcome kit or schedule a consultation, call 919-477-3355 today!

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

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Put Some Infrastructure in Your Portfolio

The normally placid muni bond market has been roiled by a confluence of variables related to the stock market, slow economic growth, and credit-market woes. One result has been yields high enough to get the attention of investors who normally stick to Treasurys.

Why Do Lower Prices Equal Higher Yields?

The price/yield relationship is rooted in the secondary bond market, where bonds may trade at a premium or discount of the par (or face) value.

What You Can Learn from LIBOR

To investors around the world, LIBOR is more than a mere benchmark for short-term interest rates. It’s a proxy for how global markets view the outlook for the U.S. economy.

HOT TOPIC: The Fed Plans to Spend Trillion or More to Spur Growth

For the first time in a generation, the Federal Reserve has undertaken a campaign to influence long-term interest rates, a departure from recent monetary policy that has focused almost exclusively on short-term rates.

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