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Oaktree Financial Advisors Blog

How to Prevent Identity Theft

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The first month of the New Year is almost over. How many of your resolutions have you abandoned already?

Here is TIME Magazine's Top 10 Commonly Broken New Year's Resolutions

• Lose Weight and Get Fit
• Quit Smoking
• Learn Something New
• Eat Healthier and Diet
• Get Out of Debt and Save Money
• Spend More Time with Family
• Travel to New Places
• Be Less Stressed
• Volunteer
• Drink Less

Still going to the gym? Did you really quit smoking? How's that new diet going? Has your frustration over not keeping your resolutions caused you to drink more instead of less? While all of these resolutions are important, there's one that's becoming more and more important - protecting your identity.

We've all seen the news stories over the past year about the data breaches that included names like Target, Neiman Marcus, Michaels, PF Changs, Community Health Systems...

Ed Snyder in FiduciaryNews.com article

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FiduciaryNews.com  Retirement Saving: How Responsible is the 401k Fiduciary?

Ed Snyder in the Wall Street Journal

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

In this Wall Street Journal special feature, Ed discusses Oaktree's specialty in working with employees and retirees of Eli Lilly.

Wall Street Journal - Voices: Ed Snyder, on Building a Practice Around a Single Company

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In this Wall Street Journal special feature, Ed discusses Oaktree's specialty in working with employees and retirees of Eli Lilly.

Wall Street Journal - Voices: Ed Snyder, on Building a Practice Around a Single Company

 

Eli Lilly CEO: We hope to resume growth next year

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Eli Lilly CEO John Lechleiter discusses his outlook for growth and when he expects to have patent expirations behind. Click here to watch video.

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Thank You for Attending Client Appreciation Night 2014

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oak tree 41 compressedThank you to all of our clients and friends that attended our 2014 Client Appreciation Night event at Victory Field and thank you for your support of Little Red Door Cancer Agency!