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:
LPL Research Outlook 2022: Passing the Baton delivers market insights on what we can expect in the economy, policy, stocks, and bonds for the rest of 2022.
View the complete publication.
View the digital version.
https://view.ceros.com/lpl/outlook2022
Newsletters
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HOT TOPIC: Is the Russia-Ukraine War a Threat to the Global Economy?
Explore the potential impact of the Russia-Ukraine conflict across global markets, including supply disruptions, higher prices, and slower growth.
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How to Correct an Error on Your Credit Report
Did you know credit report errors more than doubled during the pandemic? Find out how to get your free credit report and correct any errors.
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Going Public: How Are Direct Listings Different from IPOs?
Do you know the difference between an IPO and a direct listing? This article explores the two paths companies can take to go public.
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A Map for Your Family
A letter of instruction could be just as important as a will to help loved ones settle an estate. Do you know what information to include?
Calculators
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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?
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Savings Accumulation
Estimate the future value of your current savings.