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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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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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Mutual Funds: Do You Know What’s in Your Portfolio?
It’s important for investors to understand the funds in their portfolios. This article provides an overview of different types of funds.
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Catalytic Converter Thefts Are on the Rise: Here’s Why
Find out why catalytic converters are targeted by thieves and how comprehensive auto insurance can help provide some financial protection.
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Going Green: A Fast-Growing Corner of the Global Bond Market
This article looks at the types of projects funded by green bonds, some current trends, and the potential benefits and risks for investors.
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?