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:
The LPL Research Outlook 2020: Bringing Markets Into Focus is here to provide investment insights as well as economic and market guidance to help us navigate 2020.
View the complete publication.
Newsletters
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HOT TOPIC: Manufacturing Slowdown. . .What Does It Mean for the Economy?
This article looks at some of the reasons behind the manufacturing slowdown and what it might mean for the broader U.S. economy.
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Trusts Offer More Than Estate Tax Protection
Find out whether a testamentary trust, living trust, or special-purpose trust can benefit your family.
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Steps to Executing an Exit Strategy
Monetizing a closely held business can be a difficult process, so owners may want to plan an exit strategy before they really need one.
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Risk Tolerance: Stress-Test Your Portfolio…and Yourself
Do you know your personal tolerance for market risk? Here are three key questions that may help you find out.
Calculators
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Savings Accumulation
Estimate the future value of your current savings.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?