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Updates

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.

Even Seasoned Investors Can Fall Prey to Their Emotions

Sep 15th, 2011
  Making investment decisions based on emotion can kill long-term performance.  It’s very easy to get caught up in the day-to-day drama of the markets or some current crisis – it’s human nature.  The latest version of a study that’s done every year was recently released and the results once again show that average investors … more »

Calculating Your Retirement Needs

Aug 10th, 2011
Calculating a retirement savings goal is one of the most important steps investors can take to help determine if they are on pace to meet that goal. However, less than half of American workers have tried to figure out how much money they will need to accumulate for retirement and the wide majority of these … more »

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