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Total: 46 results found.

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 ...

How the Indy 500 is Like Your Investments

Created on Friday, 08 May 2015. Posted in content/blog

... "time" the market—jumping in and out as stocks rise and fall. The result is usually all too predictable. Here is how the Indianapolis 500 is like your investments. Last year Ryan Hunter-Reay won ...

Six Smart Things to Do With Your Tax Refund

Created on Thursday, 30 April 2015. Posted in content/blog

... can be withdrawn without tax if used for higher education. Invest for your kids. This is a great way to teach them about personal finance, investing and owning shares in companies. Many investments have ...

Four Things You Need to Know About Money

Created on Monday, 27 April 2015. Posted in content/blog

... old and still low mileage. Let someone else take the depreciation. And when it's paid off keep driving it. Put the money you were paying for the car payment into your savings or investments. You really ...

March Madness And The Importance Of Getting An Early Lead

Created on Thursday, 02 April 2015. Posted in content/blog

...  *National poll accompanying Bankrate's monthly Financial Security Index This is a hypothetical example for illustrative purposes only and is not intended to represent any specific investment. This ...

St. Patrick's Day and Three Things It Can Teach Us About Money

Created on Monday, 16 March 2015. Posted in content/blog

... of the shamrock can remind us of three important virtues with money: Patience:  Be patient with your investments. Don't chase the latest fads or last years' hot investment. Often investments with ...

Spring Forward and its Powerful Effect on Your 401(k)

Created on Thursday, 12 March 2015. Posted in content/blog

... hypothetical example for illustrative purposes only and is not intended to represent any specific investment. This example does not consider any costs associated with investing. Investments involve risk ...

Four Things You Should Do When You Receive Lilly Equity Awards

Created on Thursday, 26 February 2015. Posted in content/blog

... how big a part of your overall investments the Lilly stock is. In general you don't want to have one individual stock represent more than 10% of your entire investment portfolio. However, when we are talking ...

How Your Investments are Like the Weather

Created on Friday, 13 February 2015. Posted in content/blog

... historically, through many years of data, that has been the truth. What if I told you that investing works the same way? The average return of your investments does not live or die by what they did last ...

We Work With Eli Lilly Employees

Created on Thursday, 15 May 2014. Posted in content/blog

... or investment advice, that's what they get – not a sales pitch. Relationships and Client Service We strive every day to be the last financial advisor our clients will ever have. We view our work ...

Download Request

Created on Tuesday, 22 April 2014. Posted in content/resources

... regarding retirement planning and investment issues specifically affecting Eli Lilly employees. Enter your email address and name below. You will receive an email with a link to download your free guide. ...