Tag Archives: finances

Weekly Market Update – April 2, 2018 Markets were closed on March 30 for Good Friday, but in the four days of trading, stocks recovered some of this year’s losses.1 For the week, the S&P 500 added 2.09%, the Dow gained 2.67%, and the NASDAQ increased by 1.03%.2 International stocks in the MSCI EAFE grew […]

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 […]

No one likes to think about dementia and cognitive decline in themselves or their loved ones. But, for many families, this is an incredibly important topic to address. In fact, 5.5 million Americans have Alzheimer’s disease, including 10% of people aged 65 and older. When they pass away, 1 in 3 seniors has Alzheimer’s or […]

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 – March 19, 2018 Markets were up on Friday, but domestic stocks lost ground for the week as political turmoil and potential trade wars weighed on investors’ minds. The S&P 500 dropped 1.24%, the Dow gave back 1.54%, and the NASDAQ decreased 1.04%. International stocks in the MSCI EAFE barely avoided losses with […]

We used to think of retirement as a three-legged stool. You could rely on a pension, Social Security and your own retirement savings. Now that employer-sponsored pensions are becoming a thing of the past, that stool is looking a little wobbly. There are strategies we can use to create our own pension in retirement. Annuities […]

Weekly Update – March 5, 2018 Volatility continued last week as markets posted their 1st weekly loss in 3 weeks. Despite some recovery on Friday, the S&P 500 dropped 2.04%, the NASDAQ slipped 1.12%, and the Dow lost 3.05% for the week. Internationally, the MSCI EAFE fell 2.91%. Last week’s ups-and-downs began with continued questions […]

Is your retirement on the horizon? Financial advisor Brad Allen talks with WTMJ about the smart money moves you should make in the five to ten years before you reach retirement.   Take Inventory The first step in creating a retirement plan is to figure out what you have. A recent survey shows baby boomers […]

Losing a spouse is never easy and a difficult topic for many to even imagine. But when you become a widow or widower, moving beyond the grief to address important financial items in your life is essential. Whether you recently lost your loved one or you need to prepare for the road ahead, here are […]