Tag Archives: wisconsin

Who’s on first? What’s on second? Do you know where your finances are? Baseball season is in full swing! Financial advisor Brad Allen talks with Milwaukee’s WTMJ-4 with the play-by-play on how to take your finances to the big league. It’s as easy as rooting for the home team! Schedule a day, or a “home […]

Are you ready for retirement? If you have saved and are feeling confident, we have some numbers that might change your mind. Financial advisors Tony Drake, CFP® and Brad Allen share some retirement stats that might surprise you and how you can protect yourself from becoming a statistic. Fact #1: One in three Americans has […]

The Tax Cuts and Jobs Act changed the way tax is calculated. This week the IRS encourages everyone to perform a quick “paycheck checkup” to ensure you have the right amount withheld. CERTIFIED FINANCIAL PLANNER Tony Drake talks with Milwaukee’s WTMJ-4 about a new tool to check your withholding and other important steps to take […]

According to a new survey, more people are becoming 401(k) millionaires. The number of Fidelity 401(k) savings accounts with a balance of $1 million or more reached 133,000 last year. That’s up from 89,000 in 2016. With more balances reaching $1 million, there’s bound to be people wondering how they can reach that big milestone, […]

Weekly Update – March 19, 2018 Markets were up on Friday, but domestic stocks lost ground for the week as political turmoil and potential trade wars weighed on investors’ minds. The S&P 500 dropped 1.24%, the Dow gave back 1.54%, and the NASDAQ decreased 1.04%. International stocks in the MSCI EAFE barely avoided losses with […]

Is your retirement on the horizon? Financial advisor Brad Allen talks with WTMJ about the smart money moves you should make in the five to ten years before you reach retirement.   Take Inventory The first step in creating a retirement plan is to figure out what you have. A recent survey shows baby boomers […]

Weekly Update – February 20, 2018 Markets rebounded last week, posting sizable gains and moving back into positive territory for the year. All three domestic indexes experienced their largest weekly growth in years, despite losing some ground on Friday after news of additional indictments in the Russia investigation. By markets’ close on February 16, the […]

Weekly Update – February 12, 2018 After months of relative calm, market fluctuations are causing many investors to wonder what is happening to the economy. Last week, the S&P 500 lost 5.16%, the Dow dropped 5.21%, and the NASDAQ declined 5.06%. The MSCI EAFE also gave back 6.19%. These losses pushed all four indexes into […]

Market volatility and fluctuations can certainly be nerve-wracking. We’re here to help you better understand how the market works, what the fluctuations mean and how to apply them to your circumstances. First, let’s discuss the history leading up to the drop in the stock market. The new year began with investors feeling very optimistic. Indexes […]

Weekly Market Update – February 5, 2018 After 4 straight weeks of gains, the markets have slipped. As of Friday, the S&P 500 lost 3.85%, the Dow dropped 4.12%, and the NASDAQ decreased by 3.53%. International stocks in the MSCI EAFE also took a 2.78% hit. Domestically, the losses spanned sectors and asset classes. For […]