Tag Archives: spending

Last week, the Dow, S&P 500, and NASDAQ again hit record highs. The midweek peaks fell by Friday, though market performance remained strong. By week’s end, the Dow dropped 0.27%, and the S&P 500 and NASDAQ dipped on Friday but closed up 0.54% and 1.19%, respectively. The MSCI EAFE finished with a 0.46% increase. Corporate […]

Weekly Update – June 19, 2017 Markets remained mixed last week as the Dow closed at another record high, while the NASDAQ fell and the S&P 500 held steady. By Friday, the Dow gained 0.52%, the NASDAQ fell -0.92%, and the S&P 500 gained a slight 0.05%. Meanwhile, the MSCI EAFE remained virtually unchanged from […]

April 17, 2017 Last week, major indexes experienced losses for the second week in a row, with the S&P 500 falling 1.21%, the Dow giving back 1.01%, the NASDAQ dropping 1.26%, and the MSCI EAFE declining 0.14%. Markets closed on April 14 for the Good Friday holiday, but in the four trading days, a number […]

It’s easy to let spending get out of control in the summer. The kids are out of school, patio parties are a hit, and the air conditioning is running 24/7. In fact, a study found more than half of Americans spend more money in the summer than any other season. Financial professional Nick Foulks talks […]

It’s easy to let spending get out of control in the summer. The kids are out of school, patio parties are a hit, and the air conditioning is running 24/7. In fact, a study found more than half of Americans spend more money in the summer than any other season. Financial professional Brad Allen talks […]

Managing your money can be overwhelming, but it doesn’t have to be! Financial professional Nick Foulks talked with WTMJ about staying on top of your bills and ways to save thousands each year. 1. Change your attitude 2. Track your spending 3. Live by a budget 4. Commit to saving money 5. Plan for the […]

Planning a vacation for spring break? You may think your budget only matters when it comes to booking flights and hotel rooms, but many of us spend way too much while we’re actually on vacation! Tony Drake, CFP® talks with Milwaukee’s WTMJ-4 about ways to avoid letting your “getaway” get the best of your finances. […]

Our wallets are feeling an extra pinch this year, thanks to the price increase of some common consumer goods. Financial Advisor, Mike Williams, talks with Milwaukee’s WTMJ-4 about the “America Saves” initiative and 5 ways to help you start saving. 1. Design a Budget 2. Track Your Spending 3. Cut Extra Expenses 4. Don’t Blow […]

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 […]

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 […]

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