Tag Archives: milwaukee

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 […]

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 […]

Market volatility and fluctuations can certainly be nerve-wracking. We’re here to help you better understand how the market works, what the fluctuations mean and how to apply them to your circumstances. First, let’s discuss the history leading up to the drop in the stock market. The new year began with investors feeling very optimistic. Indexes […]

Dinner and a movie is so old school. This year, treat your Valentine to a money date! It may not sound romantic, but spending an evening talking finances might be the secret to staying together; money problems are one of the leading causes of divorce! Setting financial goals will help you both know where you […]

Weekly Market Update – January 22, 2018 We’re only a few weeks into 2018, and stocks are showing quite a strong performance so far. Last week, major domestic indexes posted gains yet again, with all 3 up at least 5% this year. By Friday, the S&P 500 had added another 0.86%, and both the Dow […]

Tax reform is officially in place. Over the next several months, the changes could start adding up. Financial professional Brad Allen talks with Milwaukee’s WTMJ-4 about 5 smart money moves to consider now that it’s in effect. More than 90% of households will get a tax cut this year, and the IRS says we could […]