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Updates

Aug 10th, 2011

Most Americans Don’t Know Much About Their Pensions

A Fidelity Investments survey released in July found that a majority of Americans do not understand how their pensions work. While over 42 million Americans currently have pensions, 71% of the 500 surveyed by Fidelity did not have detailed knowledge of how their pension plans operate even though over half reported they are depending on … more »
Aug 10th, 2011

Calculating Your Retirement Needs

Calculating a retirement savings goal is one of the most important steps investors can take to help determine if they are on pace to meet that goal. However, less than half of American workers have tried to figure out how much money they will need to accumulate for retirement and the wide majority of these … more »
May 11th, 2011

Where’s the Crystal Ball?

To quote an article in Investment News “Following the advice of equity analysts may be perilous to your profits”. According to a Bloomberg study, stocks of companies that analysts liked the most rose 73% on average since the market recovery began in March 2009.  That seems great until you find out that the companies with … more »
May 11th, 2011

HSA Can Double as a Retirement Account

  If you’re making maximum contributions to your 401(k) and IRAs and want some additional tax-favored savings, you might use an HSA to supplement your nest egg.  Even in retirement, you can tap the funds tax-free for medical needs. And starting at 65, you can withdraw penalty-free for any reason, though you’ll owe income taxes. … more »
Jan 6th, 2011

Equity Awards: Hold ’em or Fold ’em?

*Oaktree Financial Advisors is neither endorsed by nor affiliated with Eli Lilly  Eli Lilly employees will soon be receiving your 2010 equity awards.  In determining whether you will continue to hold the stock or redeem it, you should consider how much of your overall investments are in Eli Lilly stock.  Between equity awards and 401(k) … more »
Oct 27th, 2010

Don’t Believe the Hype

That was the title of a popular song in the 80’s by rap group Public Enemy.  It’s also good advice when tuning into the financial news media, whether it be the national evening news, the 24 hour news networks or print publications.  The S&P 500 is up 72% as of October 5th from its March … more »

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