Follow Us on Twitter!

Oct 18th, 2013
World and financial news seems to change by the minute. That’s why we have recently joined Twitter:  @OaktreeFA We use this social media site in order to provide information on timely economic developments, financial updates, and links to other newsworthy stories that we feel would be of interest to our followers. Who knew that you … more »

The Government Shut-down and Your Investments

Oct 7th, 2013
You can replace “The Government Shut-Down” in the title with “The Greek Debt Crisis”, or “U.S. Credit Rating Downgraded”, or whatever other pessimistic, bad news of the day you choose. No matter what the crisis of the day is, making investment decisions based on emotion can kill long-term performance.  It’s very easy to get caught … more »

Eli Lilly 401(k) Changes Effective July 1

Jun 10th, 2013
*Oaktree Financial Advisors is neither endorsed by nor affiliated with Eli Lilly Eli Lilly has announced upcoming changes to The Lilly Employee 401(k) Plan.  Effective July 1, 2013, the following 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 … more »

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