As Seen In:

Oaktree Financial Advisors Blog

The Brexit is Breaking News

on .


It's all over the news that the British have decided to leave the European Union. Don't let this breaking news break your plans.

Markets don't like the unknown and how this plays out as far as Britain actually leaving the EU is definitely an unknown. We've seen markets reacting negatively, as we'd expect, and we expect that volatility will continue for some weeks.

You may hear dire predictions and awful things. Don't let the news coverage get you too worked up. Remember that the media's incentives are short term while most investor's goals are long term. By next month we'll be hearing about the next event on the horizon that we should be worried about.

Having a broadly diversified portfolio coupled with patience and discipline can help you weather this storm, but we expect it to be fairly short-lived. For investors with long term goals, unfavorable short term events such as this should not have much of an impact. Usually the best thing to do is to ignore these events and stick with your plan. Your long term goals probably haven't changed because of Brexit. Studies show that reacting to these things by trying to time the market, generally end up being very costly to investors.

The Stock Market's Been Crazy Lately: What Does it Mean for My Investments?

on .


This is a good time to remember that the market doesn't deliver returns in a straight line.  Market ups and downs are normal, and it takes a lot of them to balance out to the average.  You should welcome this opportunity to purchase more shares at a lower price through your 401(k), IRA or other investments.

Investing based on facts, not emotions

Emotions should not have a role in making decisions about your investments. That is why you should not act on stock tips, guess where the market will be in six months or try to predict the direction of interest rates. You should not play guessing games with your investments and neither should your financial advisor.

Oaktree Financial Advisors - Proud Sponsor of Face of Hope Breakfast

on .

little red door logo

Oaktree Financial Advisors is a proud sponsor of the Face of Hope Breakfast presented by the Little Red Door Cancer Agency. The 2015 event will take place on Thursday, November 19 from 7:30 - 8:45 a.m. at the Expo Hall, Indiana State Fairgrounds. The Little Red Door reduces the physical, emotional and financial burdens of cancer for central Indiana residents. In 2014, Little Red Door reached over 21,924 people through it's programs and education outreach efforts.

A Message About the Markets

on .


We understand that you may be feeling uneasy about what is happening in our financial markets, but let us reassure you that nothing happening today is unprecedented.

We staunchly believe that the key variables in a rational investment strategy are your goals and your investing time horizon.

The prudent thing to do is to let the volatility take its course and hang in there. Patience and discipline are two of the most important factors for long-term investing success. It is at times like these that patience and discipline become most important, but it is also when they can be the most difficult to practice. Our portfolios look to provide returns over the long-term to long-term investors over their remaining lifetimes.

Why Your Lilly Supplemental Life Insurance May Not be the Best Deal: A Real Life Example

on .

*Oaktree Financial Advisors is neither endorsed by nor affiliated with Eli Lilly

Another great example of how Lilly employees can save money with private insurance. By using life insurance purchased on his own instead of through Lilly's supplemental life insurance this client can save over $1,200 the first year and more than $30,000 over the next 10 years. Here's a link for a better view. Click Here