Search

Search Parameters
Search Only:

Total: 50 results found.

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

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

... 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 other out-of-pocket health ...

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 ...

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 ...