Drake and Associates, LLC

09/08/2026

🦆💙 Congratulations to Nav, our August Duck Award winner!

Each month, our team votes for someone who truly represents our Drake & Associates values, and this month, Nav earned the recognition!

From helping improve our systems and finding ways to make our teams more efficient, to actively asking for input and always being willing to jump in with a solution, Nav has made a great impact across the firm.

Congratulations, Nav! Well deserved! 👏

09/08/2026

Market Week Ahead | September 8–11

👉 Schedule your complimentary consultation here: https://bit.ly/4nTcCrB

Inflation takes center stage this week as investors prepare for key PPI and CPI reports ahead of the Federal Reserve’s September meeting.

We break down what to watch in the stock market this week, including inflation data, jobless claims, consumer sentiment, interest rates, and what it could all mean for the Fed.

💬 Claim your FREE Retirement Toolkit & copy of Get Retirement Ready by Tony Drake! -
https://drakeandassociates2.ac-page.com/google-adwords-video-tony-toolkit-taxes

🎧 Tune in to our Retirement Ready Radio Show for expert insights on planning your dream retirement! Stream episodes now!- https://drakeandassociates.net/radio-show/



Stay connected with us!
Facebook: https://www.facebook.com/Drakeandassociates
Instagram: https://www.instagram.com/drakeandassociates
LinkedIn: https://www.linkedin.com/company/drake-&-associates
Twitter: https://twitter.com/TonyDrakeCFP
____________________

Investment Advisory Services are offered through Drake & Associates, LLC, an independent investment advisory firm. Securities are offered and sold through Drake & Associates, LLC. Insurance products and services are offered and sold through Loft Financial Advisory Group, LLC. Drake & Associates does not offer tax or legal advice. The information provided on this social media page is for informational purposes only and should not be construed as individual investment advice. The Wisconsin Athletics is a paid sponsorship program. Badger Sports Properties, LLC. is neither a current client nor an affiliated entity of, nor does it endorse, Drake & Associates, LLC

09/06/2026

Happy Labor Day! 🇺🇸

Today, we celebrate the hard work and dedication of workers everywhere. We hope you enjoy a safe and relaxing holiday with family and friends!

Our offices will be closed Monday in observance of Labor Day, and we’ll be back open Tuesday.

09/04/2026

Market Week Recap | August 31–September 4

👉 Schedule your complimentary consultation here: https://bit.ly/4nTcCrB

The August jobs report took center stage this week, giving investors a new look at the strength of the U.S. labor market and what it could mean for the Federal Reserve.

In this week’s market recap, we break down:

👥 The latest jobs and unemployment numbers
📊 What surprised investors this week
🏦 What the data could mean for the Fed
📈 How markets reacted
👀 What investors should be watching next

09/01/2026

Discussing the future death of a loved one is never a fun conversation. But, as Tony Drake, CFP® writes in his latest article for Kiplinger, it’s critical that your estate plan is established and communicated to your heirs sooner than later. Most inheritances are squandered within a few years, often because the heirs aren’t expecting the windfall and don’t know how to manage it properly.
Read Tony’s article for insight on how you can prevent this from happening to your family.

Over the next two decades, a Great Wealth Transfer will occur between baby boomers and the generations that follow. Is your family prepared to handle it?

08/31/2026

Market Week Ahead | August 31–September 4
The labor market takes center stage this week as investors prepare for several key economic reports, including Friday’s August jobs report.

In this Market Week Ahead, we break down what investors should be watching, including:

👥 The latest labor market and employment data
📊 Friday’s August jobs report
🏭 Manufacturing and services activity
🏦 The Federal Reserve and interest rates
👀 What could move markets this week

💬 Claim your FREE Retirement Toolkit & copy of Get Retirement Ready by Tony Drake! -
https://drakeandassociates2.ac-page.com/google-adwords-video-tony-toolkit-taxes

👉 Schedule your complimentary consultation here: https://bit.ly/4nTcCrB

🎧 Tune in to our Retirement Ready Radio Show for expert insights on planning your dream retirement! Stream episodes now!- https://drakeandassociates.net/radio-show/



Stay connected with us!
Facebook: https://www.facebook.com/Drakeandassociates
Instagram: https://www.instagram.com/drakeandassociates
LinkedIn: https://www.linkedin.com/company/drake-&-associates
Twitter: https://twitter.com/TonyDrakeCFP
____________________

Investment Advisory Services are offered through Drake & Associates, LLC, an independent investment advisory firm. Securities are offered and sold through Drake & Associates, LLC. Insurance products and services are offered and sold through Loft Financial Advisory Group, LLC. Drake & Associates does not offer tax or legal advice. The information provided on this social media page is for informational purposes only and should not be construed as individual investment advice. The Wisconsin Athletics is a paid sponsorship program. Badger Sports Properties, LLC. is neither a current client nor an affiliated entity of, nor does it endorse, Drake & Associates, LLC

08/28/2026

Market Week Recap | August 24–28

👉 Schedule your complimentary consultation here: https://bit.ly/4nTcCrB

Markets had a busy week as investors reacted to new inflation data, NVIDIA earnings, and comments from the Federal Reserve at Jackson Hole.

In this week’s market recap, we break down what happened and what investors should know, including:

📊 The latest PCE inflation numbers
📈 Updated U.S. economic growth
💻 NVIDIA earnings and the AI market
🏦 Fed Chair Kevin Warsh’s Jackson Hole remarks
👀 What we’re watching moving forward

💬 Claim your FREE Retirement Toolkit & copy of Get Retirement Ready by Tony Drake! -
https://drakeandassociates2.ac-page.com/google-adwords-video-tony-toolkit-taxes

🎧 Tune in to our Retirement Ready Radio Show for expert insights on planning your dream retirement! Stream episodes now!- https://drakeandassociates.net/radio-show/




Stay connected with us!

Instagram: https://www.instagram.com/drakeandassociates
LinkedIn: https://www.linkedin.com/company/drake-&-associates
Twitter: https://twitter.com/TonyDrakeCFP

08/26/2026

We’re excited to welcome three new faces to the Drake & Associates team! 👋💙

Please join us in welcoming:

⭐ Matt Grube, Director of Advisory Services
⭐ Malachi Hummel, Financial Advisor
⭐ Shefaa Alazzam, Client Experience Specialist

We’re excited to have each of them on board and look forward to the experience, energy, and perspective they’ll bring to our team and the clients we serve.

Welcome to Drake & Associates! 🦆

08/24/2026

Market Week Ahead: 3 Things to Watch | August 24–28

👉 Schedule your complimentary consultation here: https://bit.ly/4nTcCrB

In this Market Week Ahead for August 24–28, we’re breaking down three major areas to watch: inflation, artificial intelligence, and the Federal Reserve.

📊 This week’s key market themes:
• Updated second-quarter GDP and PCE inflation data
• NVIDIA earnings and the outlook for AI
• Federal Reserve commentary from Jackson Hole
• Consumer confidence, housing, and labor market updates

These developments could help shape investor expectations around economic growth, inflation, interest rates, and the technology sector.

Stay tuned for our Friday Market Recap, where we’ll break down what happened and what investors should take away from the week.

💬 Claim your FREE Retirement Toolkit & copy of Get Retirement Ready by Tony Drake! -
https://drakeandassociates2.ac-page.com/google-adwords-video-tony-toolkit-taxes

🎧 Tune in to our Retirement Ready Radio Show for expert insights on planning your dream retirement! Stream episodes now!- https://drakeandassociates.net/radio-show/



Stay connected with us!
Instagram: https://www.instagram.com/drakeandassociates
LinkedIn: https://www.linkedin.com/company/drake-&-associates
Twitter: https://twitter.com/TonyDrakeCFP
____________________

Investment Advisory Services are offered through Drake & Associates, LLC, an independent investment advisory firm. Securities are offered and sold through Drake & Associates, LLC. Insurance products and services are offered and sold through Loft Financial Advisory Group, LLC. Drake & Associates does not offer tax or legal advice. The information provided on this social media page is for informational purposes only and should not be construed as individual investment advice. The Wisconsin Athletics is a paid sponsorship program. Badger Sports Properties, LLC. is neither a current client nor an affiliated entity of, nor does it endorse, Drake & Associates, LLC

08/24/2026

🏅 The Drake Summer Olympics are officially in the books!

Our team came together for an afternoon of friendly competition, teamwork, and plenty of laughs. From water balloon tosses to three-legged races and sponge relays, everyone brought their competitive spirit!

Congratulations to the Green Machines on taking home the gold! 🥇💚

A great afternoon spent with Team Drake!