Tag Archives: financial

Last week, the Dow, S&P 500, and NASDAQ again hit record highs. The midweek peaks fell by Friday, though market performance remained strong. By week’s end, the Dow dropped 0.27%, and the S&P 500 and NASDAQ dipped on Friday but closed up 0.54% and 1.19%, respectively. The MSCI EAFE finished with a 0.46% increase. Corporate […]

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 […]

Markets tuned out noise from Washington last week and continued to focus on economic fundamentals. Mildly rebounding retail sales and strong consumer sentiment seem to point toward a modestly stronger second quarter. After a three-week winning streak, both the Dow and S&P 500 reported slight losses. The Dow closed with a 0.53% loss, and the […]

Weekly Market Update – July 25, 2016 Stocks ended a fourth straight week of gains, sending the S&P 500 index to another record high. [1] For the week, the S&P 500 gained 0.61%, the Dow grew 0.29%, the NASDAQ added 1.40%, and the MSCI EAFE closed flat. [2] Second-quarter earnings season is in full swing, […]

Are you on track for a secure retirement or in danger of falling short? It’s a tough question to answer when you’re still decades away from retiring. CERTIFIED FINANCIAL PLANNER™ Tony Drake talks with Milwaukee’s WTMJ-4 about new guidelines that are designed to help savers stay on track throughout their careers. Retirement Savings Goals Age […]

Is your New Year’s resolution to be better with your money? For so many of us, our resolutions about budgeting, spending and saving turn into epic fails year after year. Financial professional Tony Drake talks with Milwaukee’s WTMJ about 5 common reasons budgets fail: 1. Your Goal Isn’t Clear 2. You’re Using the Wrong Numbers […]

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 […]

October 18-24 is National Save for Retirement Week, and financial professional Mike Williams talks with Milwaukee’s WTMJ about four ways to take inventory and get on the right track. 1. Take a Financial Selfie 2. Bring Your Lunch 3. Meet Your Match 4. Set A Goal Click here to calculate your savings.

September is Self-Improvement Month, which makes it the perfect time to make some changes in your life, especially when it comes to your finances. Nick Foulks talks with Milwaukee’s WTMJ-4 about how to be your best financial self, now! 1. Boost Your Credit Health 2. Build a Financial “Fortress” 3. Budget For Your Bills Click […]

To call Wall Street “turbulent” would be an understatement. After dropping more than 1,000 points at the start of trading Monday, the Dow ended the day with a loss of nearly 600 points. That’s on top of last week’s losses, which were the worst in four years. Financial professional Mike Williams talks with Milwaukee’s WTMJ-4 […]