Tag Archives: new year

Saving more and spending less are often at the top of the New Year’s resolution list – but only 8% of people actually stick to their goals! Financial advisor Brad Allen talks with Milwaukee’s WTMJ-4 about how you can pump up your pocket book and get financially fit. When you want to get physically fit, […]

With the New Year upon us, it brings a fresh opportunity to consider your goals. For 2018, we are taking a different approach to resolutions. Instead of giving you a laundry list of tasks to accomplish, we want to encourage you to make this the year you really own your financial life. Imagine fast forwarding […]

As we headed into the long holiday weekend, the markets continued to climb as a new tax reform bill moved forward. For the week, the S&P 500 closed up 0.29%, the Dow rose 0.43%, and the NASDAQ gained 0.35%. International stocks in the MSCI EAFE increased by 1.23%. Before leaving for his holiday vacation, President […]

The holiday season is around the corner, and with the busy days ahead, 2018 will be here before you know it. Amidst all the action, we understand how easy it is to wait until the New Year to consider financial changes. But taking a few steps now could help you reduce your tax liabilities — […]

Weekly Market Update: January 9, 2017 The first trading week of 2017 is over, and during this time, all three major domestic indexes hit record highs. The DOW reached 19,999.63 in intra-day trading on Friday, January 6 —just 0.37 away from achieving 20,000 for the first time. On the same day, the S&P 500 and […]

Weekly Market Update: January 3, 2017 Looking back on the final trading week of a very eventful year, we saw low volume and a break from the recent rallies for domestic indexes. While international stocks in the MSCI EAFE added 0.56%, all major U.S. indexes declined. The S&P 500 lost 1.10%, the Dow was down […]

The end of the year is just around the corner, but there’s still plenty of time to reduce your tax bill or boost your refund! Financial professional Brad Allen talks with CBOE’s Business First about taking advantage of every deduction you can before December 31st. Year-End Tax Moves to Save in 2017: 1. Donate to […]

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 […]