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Updates

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 »

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!  

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