Tag Archives: Retirement

Weekly Market Update: January 23, 2017 A new presidential era began with Donald Trump’s inauguration, and the market reaction was far more restrained than its response to his election. For weeks after the presidential election, we saw markets defy expectations and post significant gains. In fact, the Dow grew by over 1,500 points between November […]

Weekly Market Update: December 27, 2016 In the last full trading week of 2016, domestic markets were relatively quiet, with many people out of the office for the holidays. Nonetheless, all three major domestic indexes ended the week in positive territory. The S&P 500 was up 0.25%, the Dow gained 0.46%, and the NASDAQ added […]

As the end of 2016 grows closer, we have to say that this has certainly been an eventful year. A long presidential election campaign left many Americans feeling bruised and more divided than ever. And many people were surprised when Donald Trump emerged as the victor. Similar to Brexit’s unexpected win in June, election polling […]

Weekly Market Update – August 29, 2016 After rallying for weeks, the major indexes fell last week ahead of key remarks by Federal Reserve officials and turbulence in money markets. [1] For the week, the S&P 500 lost 0.68%, the Dow fell 0.85%, the NASDAQ dropped 0.37%, while the MSCI EAFE gained 0.16%. [2] Even […]

August is one of the most popular months of the year for births. A new bundle of joy brings love and excitement — and a whole new set of money worries. Having a baby is financially overwhelming. How will you afford diapers and daycare? Soccer and swim lessons? And finally college? Financial professional Brad Allen […]

Are you on track for a secure retirement or in danger of falling short? It’s a tough question to answer when you’re still decades away from retiring. CERTIFIED FINANCIAL PLANNER™ Tony Drake talks with Milwaukee’s WTMJ-4 about new guidelines that are designed to help savers stay on track throughout their careers. Retirement Savings Goals Age […]

Parents need to discuss family finances with their adult children. Financial professional Nick Foulks talks with Milwaukee’s WTMJ-4 about how to start that conversation and what topics should be covered: 1. Legal 2. Healthcare 3. Income & Expenses 4. Financial Records Click here for a checklist of important financial information that you should make sure […]

Call it middle-child syndrome, but the oft-overlooked Generation X is not financially on track for retirement. Certified Financial Planner, Tony Drake, was featured in a USA Today article focused on improving the financial future of Gen X-ers. Click here to read the online version. Click here to download the PDF version.

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 […]

The government’s largest benefits program just turned 80. Most Americans don’t know the basics when it comes to Social Security. The majority of people failed a recent quiz on the topic. And what they don’t know, could cost them. Certified Financial Planner, Tony Drake, talks with Milwaukee’s WTMJ in the video below about areas where […]