Aug 25th, 2015

A Message About the Markets

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 key variables in a rational investment strategy are your goals and your investing time horizon. The prudent thing to do is to let … more »
Jul 16th, 2015

Four Things Every Lilly Employee Should Know

*Oaktree Financial Advisors is neither endorsed by nor affiliated with Eli Lilly We all have busy lives and because of that we all have things that we should be doing that don’t get done. Even with the best of intentions to do these things we run out of time or forget or sometimes maybe we … more »
May 22nd, 2015

Memorial Day – We Remember

On Memorial Day we pay tribute to those who gave the ultimate sacrifice so that we may be free. Let us remember and honor our heroes.
May 15th, 2015

8 Money Rules for Newlyweds

We’re coming into wedding season and if you’re tying the knot this summer here are 8 money rules to get you started off on the right foot as you begin your new life together. Pool the money – You’re married now. The money is “ours” not “mine”. You’re on the same team and teammates work … more »
May 8th, 2015

How the Indy 500 is Like Your Investments

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 been down with the DJ US Select REIT TR index posting a return of -1.35%.  International (MSCI EAFE NR USD) is … more »
May 7th, 2015

How Long Do I Need to Keep My Tax Documents?

With tax season now behind us it’s a good time to take a look at all the paperwork you may have accumulated and aren’t really sure what to do with. How long should you keep all those documents? For tax purposes the IRS indicates the length of time you should keep a document depends on … more »
May 5th, 2015

5 Places for Lunch for $5

We all have to eat lunch and while I don’t recommend eating your lunch out every day as it can be costly to your health as well as your wallet, there are those times where you need to grab something to eat out and don’t want to spend a lot of money. Here’s my list … more »
May 4th, 2015

5 Signs That You May Be Living Beyond Your Means And One Way to Fix it

Many of you will remember comedian Jeff Foxworthy and his famous, “You Might Be a Redneck If….” bits. Here are a couple for old time’s sake: “If you own a home with wheels on it and several cars without, you just might be a redneck.” “If you have a complete set of salad bowls and … more »
Apr 30th, 2015

Six Smart Things to Do With Your Tax Refund

The average tax refund in 2014 was $2,696. Did you know that about eight out of every ten tax returns filed in 2013 got a refund? If you’re one of the lucky eight, before you run out and blow the money, consider these six ideas for smart ways to use your money. Use it to … more »

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