Drake & Associates Blog

28Mar 2017

Spring only comes once a year, but a deep cleaning can help your home stay organized and uncluttered all year round. The same can be said for your finances! Financial advisor Mike Williams talks with Milwaukee’s WTMJ-4 on Thursday at 4:10 PM about 5 tips to spring clean your financial household: 1. Inspect Your Budget […]

27Mar 2017

March 20, 2017 Last week, all four of the indexes we discuss in these market updates saw their performance stumble. The S&P 500 lost 1.44%, the Dow was down 1.52%, the NASDAQ gave back 1.22%, and the MSCI EAFE declined 0.07%. On Tuesday, March 21, the S&P 500 and Dow recorded 1% declines for the […]

27Mar 2017

Spring break is a treasured time for family getaways. However, more than two-thirds of vacationers say they overspend on a trip, which can lead to a back-at-home hangover. Don’t let your spring vacation bust your budget! Financial advisor Nick Foulks talks with Real Milwaukee FOX-6 about ways to keep down the costs of travel. Create […]

20Mar 2017

March 20, 2017 For the fifth time in six weeks, domestic stock indexes ended last week in positive territory. The S&P 500 gained 0.24%, the NASDAQ added 0.67%, and the Dow eked out a 0.06% increase. International equities in the MSCI EAFE grew by a sizable 1.99%. Over the week, we received a series of […]

16Mar 2017

St. Patrick’s Day traditions say you can find good luck from a four leaf clover or kissing the Blarney Stone. When it comes to our finances anyone can be lucky! It comes down to smart planning. Financial advisor Mike Williams talked to Milwaukee’s WTMJ-4 about 5 tips on how to create your own good fortune. […]

14Mar 2017

Americans spend trillions of dollars every year on wants, needs, knick knacks and everything in between. But your home and life can start to feel cluttered. That clutter is costing you cash, and financial professional Nick Foulks talked with Milwaukee’s FOX-6 about how to take your trash and make it into treasure! Turn Your Clutter […]

13Mar 2017

March 13, 2017 After at least four consecutive weeks of growth, the three major domestic indexes all lost ground this week. The S&P 500 was down 0.44%, the Dow lost 0.49%, and the NASDAQ declined 0.15%. Meanwhile, international stocks in the MSCI EAFE grew by 0.38%. This week, the Fed meets to determine whether or […]

07Mar 2017

March NCAA basketball is upon us! While your co-workers are busy building their brackets and cheering on their teams, you can use this time to “up” your financial game. Financial professional Brad Allen talks with Milwaukee’s WTMJ-4 about the top 4 money lessons that the season can teach us: 1. Build Your Bracket Filling in […]

06Mar 2017

Weekly Update – March 6, 2017 On Wednesday, March 1, the three major domestic indexes all had their best performance in 2017 and reached record highs yet again. In fact, the S&P 500 hit 2,400 for the first time ever on the same day the Dow went above 21,000 for the first time. While the […]

03Mar 2017

With the tax deadline just around the corner, the pressure is on for people who still haven’t filed their taxes. Financial professional Brad Allen talked with Milwaukee’s WTMJ-4 about some last minute tax tips to help procrastinators. Get your refund quicker: Avoid the wait E-file Direct deposit Click here to file an extension. Click here […]

27Feb 2017

Weekly Update – February 27, 2017 Once again, domestic markets reached record highs last week. The S&P 500 was up by 0.69% and the NASDAQ increased by 0.12%. With its 0.96% week-over-week growth, the Dow has posted gains for 11 straight days and is currently experiencing its longest record streak since 1987. On the other […]

21Feb 2017

Our wallets are feeling a tighter pinch this year! From health insurance to grocery bills, a number of things are costing us more in 2017. Most Americans have less than $1,000 in savings, and a good chunk of people have no savings account at all. That’s dangerous territory when the next expensive car or home […]