Updates

*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 »

*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 »

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!