Tag Archives: debt

Does money have you have mystified? Are you clueless when it comes to your 401(k)? April is financial literacy month, a time dedicated to helping Americans focus on finance. No need to crack open a book! Tony Drake, CFP® and Brad Allen have a crash course in financial literacy for you.   Everyone needs to […]

Who’s on first? What’s on second? Do you know where your finances are? Baseball season is in full swing! Financial advisor Brad Allen talks with Milwaukee’s WTMJ-4 with the play-by-play on how to take your finances to the big league. It’s as easy as rooting for the home team! Schedule a day, or a “home […]

Are you ready for retirement? If you have saved and are feeling confident, we have some numbers that might change your mind. Financial advisors Tony Drake, CFP® and Brad Allen share some retirement stats that might surprise you and how you can protect yourself from becoming a statistic. Fact #1: One in three Americans has […]

Americans went on a spending spree in 2017, racking up the most credit card debt since before the Great Recession. For the first time in history, we now owe more than $1 trillion on our credit cards! Financial advisor Brad Allen talks with Milwaukee’s WTMJ-4 to discuss 4 tips for paying off debt:   1. […]

Weekly Update: September 12, 2017 Last week, the markets closed for Labor Day, and in the subsequent four trading days, all three domestic indexes gave back some recent gains. The S&P 500 declined 0.61%, the Dow lost 0.86%, and the NASDAQ slid 1.17%. International stocks in the MSCI EAFE faired better, ending Friday up 0.78% […]

Market Update: September 5, 2017 Last week gave a number of things for both investors and non-investors to think—and worry—about. From North Korea’s missiles to Hurricane Harvey’s devastation to an unemployment uptick, the headlines were busy. Yet, despite these circumstances, U.S. stocks posted gains again this week—and the NASDAQ ended Friday with a new record […]

Weekly Update – August 28, 2017 After several weekly losses, the major domestic indexes all ended in positive territory on Friday, August 25. The S&P 500 gained 0.72%, the Dow was up 0.64%, and the NASDAQ added 0.79% for the week. International stocks in the MSCI EAFE also increased by 0.58%. Last week provided a […]

If you’re not careful, how you deal with your dollars could determine whether you get divorced. Drake & Associates financial professional, Luke Eskau, joins FOX6 Real Milwaukee with tips for managing money in a marriage. Start Talking Start the conversation by laying out your individual financial situation and listening to where your partner is at. […]

Mid-year is a great time to look over your finances. Staying on track can be tough. Financial professional Brad Allen talks with Milwaukee’s WTMJ-4 on about how to get your finances in order. He has five tips to get you ahead of the financial game before the end of the year! 1. Look at Your […]

Financial envy is even more of a thing now than it was back in 1913 when cartoonist Arthur R. “Pop” Momand debuted the comic strip “Keeping Up with the Joneses,” which centered on the misadventures of Aloysius P. McGinnis and his family, who were always trying to keep up with their never-seen neighbors, the Joneses. […]