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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Survivor Benefits Provide a Financial Lifeline
Decisions made when claiming Social Security retirement benefits can make a big difference in spousal and other dependents’ survivor benefits.
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Passive, Active, or Both?
Passively managed index funds and actively managed funds can perform differently over different market cycles. Find out more about each.
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HOT TOPIC: Think Twice Before Speculating on a COVID-19 Cure
This article discusses risks involved in developing treatments and vaccines for COVID-19, and why discoveries might not benefit investors.
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Five Red Flags That Raise the Odds of an Audit
Ever wonder why the IRS might take a closer look at a taxpayer’s return? This article discusses different types of audits and what might trigger one.
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?