Tag Archives: finance

Weekly Update – June 19, 2017 Markets remained mixed last week as the Dow closed at another record high, while the NASDAQ fell and the S&P 500 held steady. By Friday, the Dow gained 0.52%, the NASDAQ fell -0.92%, and the S&P 500 gained a slight 0.05%. Meanwhile, the MSCI EAFE remained virtually unchanged from […]

What started out as a financial-literacy awareness day more than a decade ago is now a month-long campaign that has been recognized by Congress every year since 2004. The program is designed to highlight the importance of financial literacy and teach people of all ages how to manage their money wisely. And, according to recent […]

Ever wonder where your extra cash is going? Financial professional Nick Foulks talks with Milwaukee’s WTMJ-4 about scary money mistakes many of us are making. 1. Credit Card Payments 2. Energy Errors 3. Social Security Mistakes 4. Unused Gift Cards 5. ATM Fees Click here for an online interest rate calculator. Put your extra cash […]

Are your finances stuck in the 90s? These 5 signs mean it’s time for an update! Certified Financial Planner, Tony Drake talks with Milwaukee’s WTMJ-4 in the video below about why these signs don’t just mean you’re behind the times – you could also be putting your financial future in jeopardy. Click here to get […]

Friday (March 20th) is International Day of Happiness. The old saying goes, money can’t buy you happiness. But new research shows that is not exactly the case. CERTIFIED FINANCIAL PLANNER™ Tony Drake talks with Milwaukee’s WTMJ-4 about spending tips to improve your mood. 1. Experiences not Stuff 2. Gift of Giving 3. Buy Time Debt […]

Ever wonder where your extra cash is going? CERTIFIED FINANCIAL PLANNER™ Tony Drake talked with WTMJ about ways to plug some common dollar drains and save money each month. Click here to watch the video.