Tag Archives: finances

Weekly Update – November 13, 2017 After posting gains every week since September, U.S. stocks declined by market’s close on Friday. The S&P 500 and Dow ended their longest stretch of weekly increases since 2013, and the NASDAQ ended its own 6-week streak. By November 10, the S&P 500 declined 0.21%, the Dow was down […]

Weekly Market Update – October 30, 2017 Another week, another round of positive market performance. The 3 major domestic indexes again ended the week with gains and new record highs. The S&P 500 rose 0.23% and marked a 7th-straight week of increases—its longest string of weekly gains in almost 3 years. The Dow added 0.45%, […]

Weekly Market Update: October 9, 2017 This Monday, October 9, marks the 10-year anniversary of the S&P 500’s highest point before the Great Recession. While the ensuing decade has provided quite a rocky road for the markets at times, the recovery is undeniable. The S&P 500 is now double its peak 10 years ago. In […]

Bullies aren’t just on the playground or online. Money bullies are often lurking close to home — a family member, friend, even you. Since October is Bullying Awareness Month, financial advisor Tony Drake, CFP® talks with Milwaukee’s WTMJ-4 about the most common money bullies and how to handle them. 1. The Expert – This money […]

Weekly Market Update – October 2, 2017 Before we begin our usual weekly commentary, we wanted to take a moment to honor the victims of Sunday’s terrible attack in Las Vegas. Though details are still scarce, it is the most devastating mass shooting in U.S. history. Our thoughts are with the victims, their families, and […]

Weekly Market Update – September 25, 2017 Domestic indexes were mixed last week, as the Dow gained 0.36%, the S&P 500 eked out a 0.08% increase, and the NASDAQ lost 0.33%. International stocks in the MSCI EAFE added a solid 0.68%. Three stories that have dominated conversations and driven investor attention in 2017 continued last […]

After briefly stumbling the week of September 4, domestic indexes notched significant gains last week and hit record highs. By Friday, the S&P 500 exceeded 2,500 for the first time, the Dow closed at its highest level ever, and the NASDAQ reached an intraday record. Each of the indexes gained well over 1% for the […]

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% […]

Many parents are spending thousands of dollars a year so their kids can play competitive sports. The cost of competition is putting their finances and retirement at risk! Financial advisor Brad Allen talks with Milwaukee’s WTMJ-4 to share tips on how to find a balance between kids’ athletic teams and parents’ retirement dreams. 1. Be […]

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 […]