Tag Archives: investment

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 – May 23, 2016 Stocks closed out a bumpy week mixed, ending a three-week stretch of losses for the S&P 500 and NASDAQ. The Dow, however, extended losses for a fourth straight week for the first time since 2014. [1] For the week, the S&P 500 gained 0.28%, the Dow lost 0.20%, […]

Everyone is talking about the big Powerball jackpot of $1.4 billion this week! Winners will face some big decisions after hitting the jackpot! Financial professional Nick Foulks talks with Milwaukee’s WTMJ-4 about financial windfalls and what to do if you strike it rich. Click here for our budget worksheet.

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 […]

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 […]

Are your finances stuck in the 90s? These 5 signs mean it’s time for an update! Certified Financial Planner, Tony Drake talks with Milwaukee’s WTMJ-4 in the video below about why these signs don’t just mean you’re behind the times – you could also be putting your financial future in jeopardy. Click here to get […]

Americans may spend 20 to 30 years enjoying their retirement. Your portfolio should match your risk tolerance and goals for retirement. Drake & Associates focuses on helping you achieve a secure financial future and it’s our number one goal. We partner with you to objectively assess your individual financial situation and help set you on […]

Friday (March 20th) is International Day of Happiness. The old saying goes, money can’t buy you happiness. But new research shows that is not exactly the case. CERTIFIED FINANCIAL PLANNER™ Tony Drake talks with Milwaukee’s WTMJ-4 about spending tips to improve your mood. 1. Experiences not Stuff 2. Gift of Giving 3. Buy Time Debt […]

Forbes just published the 2015 Richest People on the Planet list. We may never be billionaires, but there are some lessons we can learn from these wealthy people. Nick Foulks talks with Milwaukee’s WTMJ-4 about 5 money habits of the rich we can all be doing. 1. Start Early 2. Go Auto 3. Pay It […]

Ever wonder where your extra cash is going? CERTIFIED FINANCIAL PLANNER™ Tony Drake talked with WTMJ about ways to plug some common dollar drains and save money each month. Click here to watch the video.