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

LPL Research’s Outlook 2025: Pragmatic Optimism delivers market insights on what we can expect from the economy, stocks, bonds, and more.

Link for full report, including analysis: https://www.lpl.com/content/dam/edam/series/outlook/outlook-2025-digital.pdf