Octavia Blog

One Powerful Investing Strategy You Can’t Afford to Overlook Before the Election

2020 has had no shortage of challenges. We’re all navigating this moment the best we can, and many are wondering how these times will affect their investments. With the election just around the corner, we could be in…...more

Maximize Your Roth IRA to Boost Retirement Savings

Even if you already have a traditional IRA or a 401(k) plan at work, a Roth IRA or Roth 401(k) could play an important role in boosting your retirement savings. It doesn’t have to be an either/or choice.…...more

Estate Planning During the COVID-19 Crisis

Whatever your plans were for 2020, chances are the COVID-19 pandemic threw a wrench in them. Remote work is the new norm, parents are learning the art of distance learning, and social distancing is now commonplace. These are…...more