Tag Archives: wisconsin

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 […]

Weekly Market Update – June 12, 2017 Markets last week were mixed with leading tech stocks falling dramatically as some investors pulled profits. The NASDAQ took the biggest hit, finishing 1.55% down on the week—its worst week of the year. Meanwhile, the Dow rose 0.31% for the week, notching another record close on Friday. The […]

The busy spring home buying season is here and it is off to the strongest start in more than a decade! As potential home buyers get ready for another competitive season, Brad Allen talks with Milwaukee’s WTMJ-4 about a few steps to take now, in order to save big bucks down the road. Buying a […]

With the tax deadline just around the corner, the pressure is on for people who still haven’t filed their taxes. Financial professional Brad Allen talked with Milwaukee’s WTMJ-4 about some last minute tax tips to help procrastinators. Get your refund quicker: Avoid the wait E-file Direct deposit Click here to file an extension. Click here […]

It’s the time of year to be talking about doctors and deductibles, and Americans are not excited! Choosing a healthcare plan can be time-consuming and overwhelming. Nearly half of workers say they’d prefer to talk to their ex-spouse or walk across hot coals rather than choose their health insurance plan. Financial professional Brad Allen talks […]

Seems like holiday displays creep up earlier and earlier every year. Forget about waiting until after Thanksgiving – wreaths, stockings and ornaments are sharing the shelves with Halloween displays in stores across the country! Financial professional Brad Allen talks with Milwaukee’s WTMJ-4 about how to make the most of holiday shopping before Halloween: 1. Make […]

New changes are coming to Federal Student Aid (FAFSA) in 2016. For the first time ever, families can apply for federal student aid beginning October 1. That’s three months earlier than ever before. In the past, early applications had been accepted starting in January. Financial professional, Brad Allen talks with Milwaukee’s NBC WTMJ-4 about the changes […]

All millionaires had to start somewhere. Some are born into money and some are self-made. But they all share similar money habits, and we could take some notes. Financial advisor Nick Foulks talks with FOX-6 Milwaukee to share money habits of rich people. 1. Start Early 2. Go Auto 3. Pay It Off 4. Splurge […]

Are you making mistakes with your 401(k)? The scary reality is that 75% of American workers believe they’ll outlive their savings, according to a study. But it doesn’t have to be that way. Many of us are making some basic mistakes with our 401(k)s that could end up costing us a bundle by the time […]

Summerfest is in full swing! While the popular 11 days of fun can put you back a few bucks – there are ways to enjoy the world’s largest music festival on a budget. Financial professional Mike Williams talks with Milwaukee’s WTMJ-4 with tips to help save some money. Click here for tips on how to […]