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Oaktree Financial Advisors
In The News
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Television appearances
September 14, 2009 - WRTV Channel 6 5:00 pm news
December 30, 2008 - WTHR Channel 13 11:00 pm news
October 6, 2008 - WTHR Channel 13 11:00 pm news
August 4, 2008 - WTHR Channel 13 11:00 pm news
October 1, 2004 - WTHR Channel 13 5:30 pm news
Articles
written by or mentioning Chris or Ed
September 13, 2009 -
Indianapolis Star
Should I continue my 401(k) contributions or save cash instead
June 21, 2009 -
Indianapolis Star
How often should I
rebalance my investment portfolio?
May 31, 2009 -
Indianapolis Star
Is now a good time
to find retail-related investment bargains?
March 1, 2009 -
Indianapolis Star
Are preferred
shares a safer investment than common stocks?
February 8, 2009 -
Indianapolis Star
I am on a fixed income.
How can I stretch my money in 2009?
November 16, 2008 -
Indianapolis Star
Do you have any advice on rebalancing my stock
portfolio or 401(k)?
November 2, 2008 -
Indianapolis Star
Is it better to purchase disability insurance at my job
or on my own?
August 3, 2008 -
Indianapolis Star
My real estate agent can't sell my
house. Is there another way to go?
July 20, 2008 -
Indianapolis Star
My spouse and I argue a lot over
money. How can we keep the peace?
May 11, 2008 -
Indianapolis Star
Does a Roth 401(k) have advantages
over a traditional 401(k)?
April 17, 2008 -
Indianapolis Star
Lilly looks to trim 500 local jobs
April 6, 2008 -
Indianapolis Star
What are key details of the tax
rebate package and how can I get it?
February 24, 2008 -
Indianapolis Star
Underwater stock options
December 21, 2007 - Indianapolis
Star
Is contributing to my company
401(k) the best way to save for retirement?
October 12, 2007 - Indianapolis
Star
Do I need a personal finance
software program? Which one is the best?
September 7, 2007 - Indianapolis
Star
What life insurance type gives you
the most value for your money?
June 22, 2007 - Indianapolis
Star
Should a home-equity loan be used
to pay off credit-card debt or loans?
May 11, 2007 - Indianapolis
Star
Should I max out my 401(k) or also
invest in other retirement vehicles?
December 15, 2006 -
Indianapolis Star
What can I
do before the end of the year to reduce my taxes?
September 3, 2006 - Indianapolis Star
I am considering making home
improvements. Are these tax-deductible?
August 27, 2006 - Indianapolis Star
Are there advantages in
converting a traditional IRA to a Roth IRA?
July 31, 2006 - Indianapolis Business Journal
Ethanol backer harvesting investors
July 9, 2006 - Indianapolis Star
When
should I consider buying long-term care health insurance?
May 15, 2006 - Indianapolis Business Journal
Investors often end up being their
own worst enemies
April 2, 2006 - Indianapolis Star
How do I decide how much of my
income I should be saving?
January 1, 2006 - Indianapolis Star
I
am 40 years old. What kind of investment mix is right for me?
November 6, 2005 - Indianapolis Star
Should I withdraw 401(k) money to
pay my child's college tuition?
September 26, 2005 - Indianapolis Business Journal
Does your 401(k) work as well as most
pension plans?
September 2005 - Indianapolis Business Journal
Health Care Benefits supplement
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Too many cashing out of 401(k)s |
August 2005 - Inside Indiana Business website
Does your 401(k) Account Work
Like a Pension Plan?
July 2005 - Indianapolis Prime Times
IRA: A nest egg for retirement and
beyond
June 27, 2005 - Indianapolis Star
Taking Stock: Lilly workers get more
401(k) flexibility
May 12, 2005 - Indianapolis Star
No guarantee you'll get payout,
planner says
April 13, 2005 - Indianapolis Star
Dollens is among execs at Guidant
selling shares
February 27, 2005 - Indianapolis Star
Guidant sale has hidden cost
November 1, 2004 - Indianapolis Business Journal
Reevaluating your portfolio can
boost your nest egg
September 20, 2004 - Indianapolis Star
Corner Office - Retirement plan
calls for strategy
April 14, 2003 - Inside Indiana Business website
7 things to
do if you're being laid off
April 2003 - Choices: A Retirement Planning Guide, A special
supplement to Indianapolis Prime Times and Indianapolis Business Journal
It's time to 'buy' your retirement
March 10, 2003 - Indianapolis Star
Financial
education eludes workforce
February 10, 2003 - Indianapolis Business Journal
Adding
commissions to tuition plan brings results
January 2003 - Indianapolis Prime Times
10
things to do if you're being laid off
December 7, 2002 - Indianapolis Star
Investors tally losses as year's end
nears
October 20, 2002 - Indianapolis Star
Smart investor values balance and
discipline
October 2002 - Indianapolis Prime Times
Avoid five common investment mistakes
September 12, 2002 - Indianapolis Star
Standards
sought for financial planners
July 29, 2002 - Indianapolis Business Journal
Advisors
say market investors aren't panicking
July 25, 2002 - Indianapolis Star
News buoys
stocks
July 2002 - Indiana Business Magazine
Life
Planners - Financial planners offer more than advice on money
May 31, 2002 - Indianapolis Star
Better
talk finances before you say 'I do'
March 22, 2002 - Indianapolis Star
Braving bonds
March 3, 2002 - Indianapolis Star
AES
is proof that investors must be alert in mergers
February 25, 2002 - Indianapolis
Business Journal
Financial
education helps employees, employers
February 18, 2002 - Indianapolis Star
How
to keep health insurance in difficult times
February 1, 2002 - The Daily Ledger
Adviser backs diversity in 401(k)
January 18, 2002 - Indianapolis
Star
Enron's fall reshapes thinking on
401(k)s
January 14, 2002 - Indianapolis Business Journal
Financial
planning difficult after layoff
January 14, 2002 - Indianapolis Business Journal
Nine
smart financial moves to kick off 2002
November 9, 2001 - Indianapolis Star
Taking
charge of your money
October 26, 2001 - Indianapolis
Star
Real estate stocks are piquing public's
interest
October 22, 2001 - Indianapolis
Business Journal
The stock market and crisis: a
historical view
October 8, 2001 - Indianapolis Star
A
sound strategy can lessen unforeseen
financial hardship
October 2, 2001 - The Daily Ledger
Interest-rate cuts induce spending
September 24, 2001 - Indianapolis
Business Journal
Through thick and thin
September
24, 2001 - Indianapolis Star
Some
stocks still fairly safe in wake of terrorist attacks
September
13, 2001 - The Daily Ledger
Financial
Advisors: No Need to Panic
March 19, 2001 - Indianapolis Business Journal
Financial
leaders weigh in on ‘death tax’
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