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's Outlook 2024: A Turning Point delivers market insights on what we can expect in the economy, policy, stocks, and bonds for 2024.
Get Outlook 2024 insights (https://www.lpl.com/i/investor-outlook.html for investor-specific content OR http://go.lpl.com/outlook for detailed analysis of the full report)
Newsletters
-
Equity REITs: Is There Room for Real Estate in Your Portfolio?
This article discusses some unique characteristics of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.
-
Treasury Yields Off 17-Year Highs
While yields are off highs not seen since before the Great Recession, investors might consider some of the Treasury security types and maturities outlined in this article.
-
If You Don’t Have a Will Yet, Why Not?
Although 64% of Americans think having a will is important, only 32% have one. This article looks at reasons people don’t have a will and why they need one regardless of the reason.
-
Year-End 2024 Tax Tips
Here are some things to consider when weighing potential tax moves before the end of the year.
Calculators
-
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?
-
Savings Accumulation
Estimate the future value of your current savings.