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
Noticias
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
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
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
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
How to Find the Right Financial Adviser
Luis Strohmeier of Octavia Wealth Advisors joins Yahoo Finance to discuss what people should look for when selecting the right advisor to deal with their finances and the industry's different types of financial advisors....more