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Confidence | Experience | Tradition

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115 North Market St. Waverly
Waverly, OH 45690
  • Phone:
    (740) 947-8110
  • Fax:
    (740) 941-3203
  • E-mail address: daniel.robinson@lpl.com
  • E-mail address: edward.roberts@lpl.com
  • E-mail address: matthew.crace@lpl.com
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Confidence | Experience | Tradition

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Confidence | Experience | Tradition

 

 

 

 

 

Welcome to OakBridge Financial Partners website. Here you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.


We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind:

  • Financial planning
  • Retirement Planning
  • Investments
  • Insurance
  • Tax Planning

 

 

Newsletters

  • HOT TOPIC: Keeping an Eye on Corporate Debt

    This article looks at credit quality in the corporate bond market and the potential impact on fixed-income portfolios.

  • Is a Roth 401(k) Right for You?

    An overview of the potential benefits, limitations, and rules of Roth 401(k) accounts.

  • Succession Plans Often Hinge on Reliable Valuation

    Discover the role a reliable business valuation can play in succession, tax, and retirement planning.

  • Taking a Team Approach to Retirement Savings

    Even if you and your spouse have separate retirement accounts, you may still be able to craft a unified savings and investment strategy.

More Newsletters »

Calculators

  • Savings Accumulation

    Estimate the future value of your current savings.

  • Federal Income Tax

    This calculator can help you estimate your annual federal income tax liability.

  • Cost of Retirement

    Use this calculator to estimate how much income and savings you may need in retirement.

  • Retirement Portfolio Lifespan

    How Long Will Your Funds Last?

More Calculators »

Contact Us

115 North Market St. Waverly
Waverly, OH 45690
  • Phone:
    (740) 947-8110
  • Fax:
    (740) 941-3203
  • E-mail address: daniel.robinson@lpl.com
  • E-mail address: edward.roberts@lpl.com
  • E-mail address: matthew.crace@lpl.com

Market Watch

June 26, 2019 @ 11:41 AM

Latest Available Stock Quotes
Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials ETF +0.1%  
Dow Jones Transportation ETF +0.1%  
Dow Jones Utilities ETF -0.9%  
Nasdaq Composite ETF +0.2%  
Nasdaq 100 ETF +0.4%  
S&P 500 ETF +0.1%  
S&P 100 ETF +0.2%  
S&P Mid-Cap 400 ETF +0.0%  
PHLX Semiconductor Index ETF +1.8%  
OSX Oil Service Sector Index ETF +25.1%  
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Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.

Securities and Advisory services offered through LPL Financial, A Registered Investment Advisor, Member FINRA & SIPC.  Insurance products offered through LPL Financial or its licensed affiliates.  The investment products sold through LPL Financial are not insured Homeland Credit Union deposits and are not NCUA insured.  These products are not obligations of the Homeland Credit Union and are not endorsed, recommended or guaranteed by Homeland Credit Union or any government agency.  The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CO, FL, HI, IN, KS, KY, MI, MS, NC, OH, SC, TN, TX, VA, WI, WV.

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