Noticias

Newly Robust Savings Bonds Offer Some Tax Breaks

Looking for a short-term hedge against inflation? Brian Price, Octavia's investment analyst, assesses the potential pros and cons of investing in savings bonds....more

Real Estate Investment Trusts (REITs) Let You Invest in Real Estate Without Owning Property, But Here Are the Downsides

REITs are sort of like mutual funds for real estate. “A REIT offers a way to tap into the real estate market without undergoing all of those expenses," explains Omar Morillo, a certified financial planner and wealth advisor....more

Growing a Healthy Practice

Luis Strohmeier, parter and wealth advisor, explains how he began his advisory career working with medical professionals. He says working with doctors was a fit for him, having developed a rapport with medical professionals after accompanying his ailing mother to…...more

This Is Warren Buffett’s ‘First Rule’ About Investing. Here’s What to Do If Your Financial Adviser Breaks That Rule

On finding the right financial advisor, Luis Strohmeier says, "They don’t have to judge your lifestyle, but they do have to understand it. If it’s important to you, it should be important to them and they should find…...more

Improving Employee Retirement Plan Experience

Michael Ingram, Octavia partner and wealth advisor, discusses the latest trends in retirement planning and ways plan sponsors can improve the enrollment process....more

Stocks Rise Ahead of Earnings Season, Oil Prices Extend Gains

As we head into Q4, Octavia partner and wealth advisor Luis Strohmeier discusses the latest market action—financials, oil prices rising, interest rates and tapering....more

Americans Should Financially Prepare for Eventual Market Downturn, Advisor Says

Americans need to prepare for when the booming market days are over, Octavia Wealth's Luis Strohmeier said, as uncertainty in the market grows following signals from the Federal Reserve about pulling back stimulus....more

The Best Ways to Invest Your Money in 2021, According to the Experts

What do the experts have to say when it comes to the best ways you can invest your money this year? Luis Strohmeier, certified financial planner, partner, and advisor at Octavia Wealth Advisors shares his insight....more

5 Ways to Maximize Your Social Security Benefits

How can you maximize your Social Security benefits? Octavia partner and wealth advisor Mark Bodnar says one option is to continue working longer....more

Have the Inflation Conversation with Clients Now

Everyone's worried about inflation, but do you understand why? Luis Strohmeier, partner and wealth advisor, discusses the importance of education about inflation, plus planning and investing with inflation in mind....more