Tag Archives: investing

Weekly Market Update – April 16, 2018 Market volatility continues. Stocks slid on Friday, April 13, but still held on to gains for the week.1 The S&P 500 increased 1.99%, the Dow added 1.79%, and the NASDAQ was up 2.77%.2 International stocks in the MSCI EAFE also rose, gaining 1.45%.3 Similar to recent weeks, international […]

Does money have you have mystified? Are you clueless when it comes to your 401(k)? April is financial literacy month, a time dedicated to helping Americans focus on finance. No need to crack open a book! Tony Drake, CFP® and Brad Allen have a crash course in financial literacy for you.   Everyone needs to […]

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 […]

Weekly Market Update – March 26, 2018 Markets experienced significant declines last week. The S&P 500 lost 5.95%, the Dow dropped 5.66%, and the NASDAQ declined 6.54%. With these losses, all 3 domestic indexes had their worst weekly performance in more than 2 years. International stocks also declined, with the MSCI EAFE giving back 2.64%. […]

According to a new survey, more people are becoming 401(k) millionaires. The number of Fidelity 401(k) savings accounts with a balance of $1 million or more reached 133,000 last year. That’s up from 89,000 in 2016. With more balances reaching $1 million, there’s bound to be people wondering how they can reach that big milestone, […]

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 […]