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Total: 23 results found.

Dow 20,000. Now What?

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

... the next eight days closing at 19,732 on January 19th, leaving one to wonder if maybe it would be awhile yet before the market hit this milestone we'd been so close to. And just as we may have been thinking ...

15 Things to do When You Lose Your Job

Created on Monday, 09 January 2017. Posted in content/blog

... not to take COBRA coverage, you can enroll in a Marketplace plan instead. Losing job-based coverage qualifies you for a Special Enrollment Period. This means you have 60 days to enroll in a health plan, ...

Perspective on Recent Market Volatility

Created on Wednesday, 29 June 2016. Posted in content/blog

  Often during times of market volatility investors feel as though they should be doing something, but usually the best course of action is to do nothing.  This article gives us a little perspective on ...

The Brexit is Breaking News

Created on Friday, 24 June 2016. Posted in content/blog

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 ...

A Message About the Markets

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

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 ...

In The News

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

...  WTHR Channel 13 11:00pm news, August 17, 2011 Ed discusses market volatility and having a long-term perspective. Indianapolis Star, December 12, 2010: “Understand how split, ...

How the Indy 500 is Like Your Investments

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

The stock market has experienced a nice rise upward since its March 2009 lows.  So far this year, through April 30th, the S&P 500 has returned 1.92%.  Real estate as an asset class has ...

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

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

... headlines, market volatility and dropping portfolio values. Do not get caught up in the fear and panic of the moment. This is when mistakes are made that can lead to a permanent loss of capital. Rather, ...

How Your Investments are Like the Weather

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

... week, last month, last quarter or last year. And I think many, if not most of you, reading this understand that. But if you understand then why do you worry so much when the market is down 10 or 15 percent ...

The Government Shut-down and Your Investments

Created on Monday, 07 October 2013. Posted in content/blog

... the crisis of the day is, making investment decisions based on emotion can kill long-term performance.  It's very easy to get caught up in the day-to-day drama of the markets or some current crisis ...

Eli Lilly 401(k) Changes Effective July 1

Created on Monday, 10 June 2013. Posted in content/blog

... Equity options being replaced invest in developed countries other than the U.S.; mostly Europe, Asia and Australia. The International Equity investments being added will include emerging market countries ...

The Indy 500 and Investments

Created on Monday, 14 May 2012. Posted in content/blog

The stock market has experienced a fairly steady rise upward this year with the S&P 500 returning 11.88% through the end of April.  Real estate as an asset class has performed even better, ...

Workshops

Created on Tuesday, 13 March 2012. Posted in content/main

... investing in uncertain markets Reservations are required as seating is limited.       ...

Investment Management

Created on Wednesday, 07 March 2012. Posted in content/main

... formulate a diversified investment portfolio tailored to your financial goals and concerns. The market moves through cycles.  Different types of investments move in and out of favor.  We know ...

Harnessing Risk in Any Market

Created on Tuesday, 21 February 2012. Posted in content/blog

... Stay calm and don't run. Investors might also do well to heed that advice when traversing the stock market. Plan ahead -- Rather than fret about which way the market is headed this week or even this ...

Discipline and Patience

Created on Monday, 20 February 2012. Posted in content/blog

As you are no doubt aware, stocks have experienced much volatility over the last few years.  This is a good time to remember that the market doesn't deliver returns in a straight line.  Market ...

Oaktree Financial Advisors, Inc.

Created on Tuesday, 04 October 2011. Posted in content/main

... and the highest level of service. We offer an alternative to the impersonal financial services that abound in today's marketplace - a firm where people can discuss their concerns and be heard by someone ...