Search

Search Parameters
Search Only:

Total: 50 results found.

How to Invest My Lilly 401(k)

Created on Tuesday, 26 June 2018. Posted in content/blog

The income that you live off of during retirement will come from three sources; your Lilly pension, Social Security, and the money that you saved in things like your Lilly 401(k), IRAs and other investments. ...

What to do if Your Pension is Frozen or Terminated

Created on Thursday, 21 June 2018. Posted in content/blog

... you could run out of money. • Inflation – With a lump sum, investments can be made to keep up with and exceed inflation so that your income and purchasing power can grow over time. • Heirs – If you die ...

How Investing is Like the Indy 500

Created on Friday, 25 May 2018. Posted in content/blog

... drivers will go into the pits to change tires and refuel. The speed limit on pit lane is 60 mph so pit stops also greatly reduce their average speed. Investments perform in similar fashion. Looking at ...

Here's the Good News About the Stock Market Being Down

Created on Tuesday, 03 April 2018. Posted in content/blog

... 10 shares of that investment for $10 a share. Today when that money goes in you're receiving 11 and some fractional shares. So you're receiving at least one extra share for the same amount of money. ...

Remarks About Stock Market Pullback

Created on Friday, 09 February 2018. Posted in content/blog

... to make emotional decisions about your investments, and emotions have no place in investing. Lastly, maintain a well-diversified portfolio. We don't know what the coming days or weeks hold. Uncertainty ...

Important Things to Remember for VERP Participants

Created on Wednesday, 06 December 2017. Posted in content/blog

... is no cost of living adjustment in the pension. That means that your pension will not increase even though your expenses will. Many others will need to have to make withdrawals from investments from the ...

Why You Should Use the HSA Instead of the HRA in 2018

Created on Monday, 16 October 2017. Posted in content/blog

... it a bank account, an investment account? It can be all of these things. HSAs are available to those that have high-deductible insurance plans. The money in the HSA can be used to meet deductible and ...

Lilly VERP Analysis - Should I Stay or Should I Go?

Created on Monday, 18 September 2017. Posted in content/blog

... can CLICK HERE, call us toll-free at 1-877-901-1631 or contact us by email at info@oaktreeadvisors.com. These are hypothetical examples and are for illustrative purposes only. No specific investments ...

Lilly HSA Plan Changes – Effective October 3, 2017

Created on Saturday, 09 September 2017. Posted in content/blog

Lilly has recently announced changes to the investment menu within the Health Savings Account (HSA). Effective October 3, 2017, all funds are moving from Class A to Institutional Class Shares. This ...

Where to Invest Money You Need in the Next Five Years

Created on Thursday, 10 August 2017. Posted in content/blog

... it in the stock market so they can get a better return. If you need the money within five years don't invest it in the stock market – save it in more conservative fixed rate investments. The reason I say ...

How Investing Should Be Like Summer

Created on Sunday, 09 July 2017. Posted in content/blog

... performance of different stock and bond indexes from around the world. You don't really need to know that. Are you going to go change your 401(k) investments tomorrow because of what you see in a listing ...

Dow 20,000. Now What?

Created on Thursday, 26 January 2017. Posted in content/blog

... need to know. Most people can probably admit to themselves that they don't know where the market will go from here. Where a lot of people have a problem is accepting that fact. They watch the investment ...

A Message About the Markets

Created on Tuesday, 25 August 2015. Posted in content/blog

... 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 ...

In The News

Created on Thursday, 13 August 2015. Posted in content/resources

... Star, September 13, 2009: “Should I continue my 401(k) contributions or save cash instead?” Indianapolis Star, June 21, 2009: “How often should I rebalance my investment portfolio?” Indianapolis Star, ...

Four Things Every Lilly Employee Should Know

Created on Thursday, 16 July 2015. Posted in content/blog

... your investments. You probably started contributing at least 6% to your Lilly 401(k) because that's what the company will match. And you chose investments way back when by some method - or maybe not by ...

8 Money Rules for Newlyweds

Created on Friday, 15 May 2015. Posted in content/blog

... have much better health insurance than the other's or maybe one 401(k) has much better investment options or a better match than the other. Plan for the unexpected – Have an emergency fund so that if ...