Search

Search Parameters
Search Only:

Total: 29 results found.

How to Invest My Lilly 401(k)

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

... nine Target Date Portfolios, the Eli Lilly Common Stock option and the self-directed brokerage account. In the Target Date Portfolios, each contains a mix of stocks, bonds and money markets invested ...

How Investing is Like the Indy 500

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

... after study has shown the importance of staying disciplined. Case in point: A recent report by research firm Dalbar, Inc. The study found that between December 31, 1997, and December 31, 2017, the stocks ...

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

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

The stock market was down about 2% yesterday and, believe it or not there was a headline – "The Stock Market is Having its Worst Second Quarter Since the Great Depression". The quarter literally started ...

Remarks About Stock Market Pullback

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

  We may have forgotten what a bumpy ride the stock market can be. The last few days have been a good reminder, with some rather large declines. We'd like to provide some perspective on this. First, ...

Important Things to Remember for VERP Participants

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

... will be deposited into a Merrill Lynch account just as they were while working.  Each year you can decide if will you keep in Lilly stock or sell?  If you want to hold the shares we recommend ...

Lilly HSA Plan Changes – Effective October 3, 2017

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

... Total International Stock Index (VTIAX) and Vanguard Total Bond Market Index (VBTLX). If you have questions regarding how these changes may affect your HSA portfolio, please do not hesitate to contact ...

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

... August of 1989 for the Dow to get back to 2722. The Dow roared through the 1990s opening at 2810 and ended 1999 at 11,497. As exciting as the 90s was for stocks, the 2000s was anything but, with the Dow ...

In The News

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

... Is How Investors Can Prepare The Street, June 19, 2018: 3 Ways for Retirees to Protect Their Portfolios In Volatile Stock Markets The Street, June 9, 2018: How Recent Grads Can Use the ...

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

... You should not be asking yourself whether you should be in the market or out of the market. No one can successfully and consistently predict the ups and downs of the stock market. Often trying to time ...

Four Things You Should Do When You Receive Lilly Equity Awards

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

... Equity awards, including restricted stock units, performance awards and shareholder value awards are paid out in late January/early February each year.  The stock awards, net of shares withheld for ...

Eli Lilly 401(k) Changes Effective July 1

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

... investments will be replaced:  U.S. Large Company S&P 500 – Index, U.S. Large Company Growth – Active,  U.S. Large Company Value – Active, International Stock – Active, International Stock ...

Chris Baker Speaks With Bloomberg.com

Created on Wednesday, 11 July 2012. Posted in content/blog

Bloomberg.com spoke with Chris Baker for their article about the dangers of employees holding too much company stock in their 401(k)s.  Wall Streeters Lose $2 Billion in 401(k) Bet on Own ...

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, ...