Tag Archives: Retirement

Weekly Update – November 13, 2017 After posting gains every week since September, U.S. stocks declined by market’s close on Friday. The S&P 500 and Dow ended their longest stretch of weekly increases since 2013, and the NASDAQ ended its own 6-week streak. By November 10, the S&P 500 declined 0.21%, the Dow was down […]

Weekly Update – November 6, 2017 Once again, the markets ended the week in positive territory — and all 3 major domestic indexes hit new record highs. The S&P 500 added 0.26%, and the Dow was up 0.45%, with both indexes notching their 8th straight week of growth. The NASDAQ was up for the 6th […]

Weekly Update – October 23, 2017 Last week, all 3 major U.S. markets hit record highs once again. The Dow added 2.00% to notch both intraday and closing records, the S&P 500 rose 0.86%, and the NASDAQ gained 0.35%. International stocks in the MSCI EAFE dipped by 0.32% for the week. On Thursday evening, the […]

Weekly Market Update: October 9, 2017 This Monday, October 9, marks the 10-year anniversary of the S&P 500’s highest point before the Great Recession. While the ensuing decade has provided quite a rocky road for the markets at times, the recovery is undeniable. The S&P 500 is now double its peak 10 years ago. In […]

Bullies aren’t just on the playground or online. Money bullies are often lurking close to home — a family member, friend, even you. Since October is Bullying Awareness Month, financial advisor Tony Drake, CFP® talks with Milwaukee’s WTMJ-4 about the most common money bullies and how to handle them. 1. The Expert – This money […]

Weekly Market Update – September 25, 2017 Domestic indexes were mixed last week, as the Dow gained 0.36%, the S&P 500 eked out a 0.08% increase, and the NASDAQ lost 0.33%. International stocks in the MSCI EAFE added a solid 0.68%. Three stories that have dominated conversations and driven investor attention in 2017 continued last […]

Home loans often make up significant amounts of household debt, and reducing as much debt as possible before entering retirement can seem like a promising idea. But, as with many other financial questions, there is no precise answer; it all depends. The Consumer Financial Protection Bureau estimates that 30% of homeowners 65 and older—about 6.5 […]

Weekly Update: September 12, 2017 Last week, the markets closed for Labor Day, and in the subsequent four trading days, all three domestic indexes gave back some recent gains. The S&P 500 declined 0.61%, the Dow lost 0.86%, and the NASDAQ slid 1.17%. International stocks in the MSCI EAFE faired better, ending Friday up 0.78% […]

Market Update: September 5, 2017 Last week gave a number of things for both investors and non-investors to think—and worry—about. From North Korea’s missiles to Hurricane Harvey’s devastation to an unemployment uptick, the headlines were busy. Yet, despite these circumstances, U.S. stocks posted gains again this week—and the NASDAQ ended Friday with a new record […]

Weekly Update – August 28, 2017 After several weekly losses, the major domestic indexes all ended in positive territory on Friday, August 25. The S&P 500 gained 0.72%, the Dow was up 0.64%, and the NASDAQ added 0.79% for the week. International stocks in the MSCI EAFE also increased by 0.58%. Last week provided a […]