HSA Can Double as a Retirement Account

May 11th, 2011
  If you’re making maximum contributions to your 401(k) and IRAs and want some additional tax-favored savings, you might use an HSA to supplement your nest egg.  Even in retirement, you can tap the funds tax-free for medical needs. And starting at 65, you can withdraw penalty-free for any reason, though you’ll owe income taxes. … more »

Where’s the Crystal Ball?

May 11th, 2011
To quote an article in Investment News “Following the advice of equity analysts may be perilous to your profits”. According to a Bloomberg study, stocks of companies that analysts liked the most rose 73% on average since the market recovery began in March 2009.  That seems great until you find out that the companies with … more »

Equity Awards: Hold ’em or Fold ’em?

Jan 6th, 2011
*Oaktree Financial Advisors is neither endorsed by nor affiliated with Eli Lilly  Eli Lilly employees will soon be receiving your 2010 equity awards.  In determining whether you will continue to hold the stock or redeem it, you should consider how much of your overall investments are in Eli Lilly stock.  Between equity awards and 401(k) … more »

Don’t Believe the Hype

Oct 27th, 2010
That was the title of a popular song in the 80’s by rap group Public Enemy.  It’s also good advice when tuning into the financial news media, whether it be the national evening news, the 24 hour news networks or print publications.  The S&P 500 is up 72% as of October 5th from its March … more »

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