Updates

Discipline and Patience

Feb 20th, 2012
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 ups and downs are normal, and it takes a lot of them to balance out to the average.    Investing based on … more »

Let’s Make a Plan

Feb 20th, 2012
Your finances can’t manage themselves. But that doesn’t mean they won’t try.

Is America Prepared to Retire?

Feb 16th, 2012
64% of Americans have no financial strategy at all. That’s right – no plan whatsoever to build wealth or keep it. That finding comes from the 2009 National Consumer Survey on Personal Finance conducted by the Certified Financial Planner Board of Standards, Inc. (The survey collected data from 1,700+ U.S. residents.)1 Only 17% of us … more »

Lilly 401(k) Match Changes

Jan 15th, 2012
*Oaktree Financial Advisors is neither endorsed by nor affiliated with Eli Lilly Effective 2012, Lilly will discontinue the practice of matching your 401(k) contributions with contributions to the Lilly 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.

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