Drake & Associates, LLC

The stock market plummeted after President Trump announced new tariffs on multiple countries. This has many wondering if they need to make any moves with their investments. Brad Allen joined CBS 58 to discuss why we should remain calm during market downturns. Watch here!- https://lnkd.in/gN_er687

📉 Market drops making you nervous? Tony Drake, CFP® explains why downturns can be opportunities and how staying the course pays off in the long run. Don’t let short-term turbulence shake your strategy! Read more here: https://lnkd.in/gbApS-js

📢 Tony Drake, CFP®, breaks down the five key areas of retirement that bring security and direction. Learn how to build a flexible plan that adapts to economic shifts, inflation, and your evolving retirement dreams! Watch here!- https://lnkd.in/gbe_5U-Q

Let's congratulate our April anniversaries! Tiffany on her 1-year anniversary and Tom on 6 years with the team! 🥂 Your dedication and hard work make a difference every day. Here’s to many more! 🎉

This quarter, we’re supporting Blessings in a Backpack to help fight childhood hunger! From April 1st – May 23rd, we’re collecting granola bars, applesauce/fruit cups, and meat sticks with a goal of at least 150 of each item. 📍 Drop-off location: 20965 Crossroads Circle, Waukesha, WI 53186 📅 Plus, we’re hosting a client & employee packing day in May—stay tuned for details! Let’s come together and make a difference! 💙 See the flyer for full details. 

Join us for 'Bingo with Gordon'! SIGN UP HERE- https://lnkd.in/eF2b2rK2 📅 Wednesday, April 9th | 10 A.M. 📍 20965 Crossroads Circle, Waukesha, WI Join us for an exciting game of Bingo hosted by Gordon Frater, CFP®! Enjoy a lively game and great company, with plenty of chances to win fantastic prizes. Watch here!- https://lnkd.in/eRkFK3kf

Let's congratulate Tina on her 1-Year Anniversary! We're grateful to have you on the team—here’s to many more! Thank you for all you do. 💙

Last call for this educational event- 'After Retirement Planning'! 📅 Wednesday, March 26th | 10 A.M. 📍 20965 Crossroads Circle, Waukesha, WI Sign up here!!- https://lnkd.in/gNuic8AZ Hosted by Ty Williams, this educational event will guide you through essential planning decisions to protect your loved ones and ensure your wishes are honored. Don’t miss this opportunity to gain peace of mind for the future! Drinks and snacks will be available!

📉 The market has been turbulent lately, but volatility is a normal part of investing. Tony Drake, CFP®, breaks down what’s driving these fluctuations and why staying invested is key to long-term success. Don’t let short-term noise derail your financial future—stay disciplined and focused! Watch here!- https://lnkd.in/gjNDHu9e

🎉 Celebrating milestones! Brad Allen marks 10 years of dedication, guiding clients toward financial confidence. Brendan and Jonathan celebrate 1 year of hard work and impact. Thank you all for your commitment to our team!