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Total: 36 results found.

Why You Should Use the HSA Instead of the HRA in 2018

Created on Monday, 16 October 2017. Posted in content/blog

... http://www.wealthmanagement.com/retirement-planning/hsas-spend-or-save-it The preceding examples were hypothetical in nature and are for illustrative purposes only. No specific investments were used ...

Lilly VERP Analysis - Should I Stay or Should I Go?

Created on Monday, 18 September 2017. Posted in content/blog

... can CLICK HERE, call us toll-free at 1-877-901-1631 or contact us by email at info@oaktreeadvisors.com. These are hypothetical examples and are for illustrative purposes only. No specific investments ...

Lilly HSA Plan Changes – Effective October 3, 2017

Created on Saturday, 09 September 2017. Posted in content/blog

... will not be a change in the actual funds or underlying investments, but the fund ticker symbols will be different and fees will be lower. You will automatically be moved to the new investments on October ...

Where to Invest Money You Need in the Next Five Years

Created on Thursday, 10 August 2017. Posted in content/blog

... it in the stock market so they can get a better return. If you need the money within five years don't invest it in the stock market – save it in more conservative fixed rate investments. The reason I say ...

How Investing Should Be Like Summer

Created on Sunday, 09 July 2017. Posted in content/blog

... performance of different stock and bond indexes from around the world. You don't really need to know that. Are you going to go change your 401(k) investments tomorrow because of what you see in a listing ...

Four Things Every Lilly Employee Should Know

Created on Thursday, 16 July 2015. Posted in content/blog

... your investments. You probably started contributing at least 6% to your Lilly 401(k) because that's what the company will match. And you chose investments way back when by some method - or maybe not by ...

How the Indy 500 is Like Your Investments

Created on Friday, 08 May 2015. Posted in content/blog

... "time" the market—jumping in and out as stocks rise and fall. The result is usually all too predictable. Here is how the Indianapolis 500 is like your investments. Last year Ryan Hunter-Reay won ...

Six Smart Things to Do With Your Tax Refund

Created on Thursday, 30 April 2015. Posted in content/blog

... can be withdrawn without tax if used for higher education. Invest for your kids. This is a great way to teach them about personal finance, investing and owning shares in companies. Many investments have ...

Four Things You Need to Know About Money

Created on Monday, 27 April 2015. Posted in content/blog

... old and still low mileage. Let someone else take the depreciation. And when it's paid off keep driving it. Put the money you were paying for the car payment into your savings or investments. You really ...

March Madness And The Importance Of Getting An Early Lead

Created on Thursday, 02 April 2015. Posted in content/blog

... example does not consider any costs associated with investing. Investments involve risk and you many incur a profit or a loss. Seeking higher rates of return involves higher risks. LD053086-04/15  ...

St. Patrick's Day and Three Things It Can Teach Us About Money

Created on Monday, 16 March 2015. Posted in content/blog

... of the shamrock can remind us of three important virtues with money: Patience:  Be patient with your investments. Don't chase the latest fads or last years' hot investment. Often investments with ...

Spring Forward and its Powerful Effect on Your 401(k)

Created on Thursday, 12 March 2015. Posted in content/blog

... hypothetical example for illustrative purposes only and is not intended to represent any specific investment. This example does not consider any costs associated with investing. Investments involve risk ...

Four Things You Should Do When You Receive Lilly Equity Awards

Created on Thursday, 26 February 2015. Posted in content/blog

... how big a part of your overall investments the Lilly stock is. In general you don't want to have one individual stock represent more than 10% of your entire investment portfolio. However, when we are talking ...

How Your Investments are Like the Weather

Created on Friday, 13 February 2015. Posted in content/blog

... historically, through many years of data, that has been the truth. What if I told you that investing works the same way? The average return of your investments does not live or die by what they did last ...

HSA Can Double as a Retirement Account

Created on Thursday, 31 October 2013. Posted in content/blog

... similar to investments in an IRA.  Investment earnings are sheltered from taxation and withdrawals are tax free as long as they are used for qualified medical expenses.  Withdrawals that are ...