Tag Archives: finances

Weekly Update – July 17, 2017 Last Friday, stocks closed on more record highs. The S&P 500 rose 1.41% and the Dow climbed 1.04%—both closing at new peaks. The NASDAQ reported a 2.58% gain and the MSCI EAFE posted a 2.38% increase. Despite continuing headlines from Washington, the markets remain productive and strong. New Q2 […]

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 […]

Millions of college students will graduate this spring! It’s the debt that keeps on growing – student loan debt now tops $1.4 trillion! New numbers show here in Wisconsin, 70% of college students graduate with debt, and the average is $29,460. But getting a tassel doesn’t have to be a financial hassle. Financial advisor Nick Foulks […]

You’re never too old or too young to learn something new, and that includes brushing up on money matters! April is Financial Literacy month, dedicated to helping Americans focus on finance. Tony Drake, CFP® talks on Milwaukee’s WTMJ-4 with a crash course in financial literacy. 1. Know What You Don’t Know – It sounds simple, […]

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 about 5 tips to spring clean your financial household: 1. Inspect Your Budget 2. Rake in Retirement Contributions […]

As the dust settles on a historic election, many are trying to predict what the next four years will bring and what President-elect Donald Trump’s first term will mean for our wallets. In the video below, Mike Williams talks with Milwaukee’s WTMJ-4 about 5 changes you’ll likely see in your own finances during the next four […]

This current World Series has everyone buzzing about baseball. Many fans will be root, root, rooting for their favorite team, but what they don’t realize is that we can take tips from our favorite players on the field and apply them to our finances. Financial professional Brad Allen talks with Milwaukee’s WTMJ-4 to give us […]

More than 75 million Americans are now playing fantasy football. While many of us obsess about drafting the right players and making the right moves, Tony Drake, CFP talked to Milwaukee’s WTMJ-4 about how fantasy football can teach us some lessons about better managing our money. The stars that make up his financial fantasy team […]

Parents – do you feel like the human ATM? Whether it’s a night out to the movies with friends or fees for extracurricular activities, teens can be heard nagging their parents for money. Parents spend thousands of dollars to raise their teens! Raising teens is now costing parents $245,340 from birth to the age 18. […]

August is one of the most popular months of the year for births. A new bundle of joy brings love and excitement — and a whole new set of money worries. Having a baby is financially overwhelming. How will you afford diapers and daycare? Soccer and swim lessons? And finally college? Financial professional Brad Allen […]