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Updates

Lilly 401(k) Plan Changes

Dec 4th, 2012
*Oaktree Financial Advisors is neither endorsed by nor affiliated with Eli Lilly Lilly has announced changes to the self-directed brokerage account within the Lilly 401(k) that will take effect January 1, 2013.  The two changes are as follows: The quarterly fee for the self-directed account will increase to $48 from the current $46.  These fees … more »

Chris Baker Speaks With Bloomberg.com

Jul 11th, 2012
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 Street Workers’ Bad 401(k) Bet  

Client Appreciation Night

Jun 28th, 2012
On Tuesday, June 26th, Oaktree hosted Client Appreciation Night at Victory Field in Indianapolis to thank our loyal clients. We enjoyed a night of good food, good friends and baseball.  Thank you to all of our clients who came out to the game!  

Happy Memorial Day

May 25th, 2012
This Memorial Day, we honor those who gave the ultimate sacrifice so that we may be free. We’re reminded of a quote by Indiana’s own, Benjamin Harrison: “I have never been able to think of the day as one of mourning; I have never quite been able to feel that half-masted flags were appropriate on … more »

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