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Total: 24 results found.

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

... on rebalancing my stock portfolio or 401(k)?” Indianapolis Star, November 2, 2008: “Is it better to purchase disability insurance at my job or on my own?”   WTHR Channel 13 11:00 pm ...

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, ...

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 ...

Is America Prepared to Retire?

Created on Thursday, 16 February 2012. Posted in content/blog

... that he wrote about financial planning, they all asked him if he gave stock tips. He had to explain that he was simply a journalist, not a financial planner.3,4 Defined goals lead to definite plans. ...

Lilly 401(k) Match Changes

Created on Sunday, 15 January 2012. Posted in content/blog

... stock account.  Lilly's match will be allocated based on the same percentage investment selections you have made for your own contributions to the plan.  ...

Workshops for Eli Lilly employees

Created on Tuesday, 04 October 2011. Posted in eli lilly/employees

... I may be too heavily weighted in Eli Lilly stock in my 401(k). What, if anything can I do about it? How can I receive monthly income from my retirement account prior to age 59 1/2 without penalties? ...