Octavia Blog

Take Advantage of the Historically High Estate Tax Exemption

When the Tax Cuts and Jobs Act (TCJA) was enacted in 2017, many financial advisors cautioned their high-net-worth clients that the law’s significant tax benefits wouldn’t last forever. “Time is ticking,” we said. “If you’re planning to gift…...more

Are Signs of Inflation a Temporary Worry or Long-Term Threat?

You aren’t imagining it. It feels as if we’re playing an endless game of Whac-A-Mole with pandemic-related supply shortages—knocking down one (toilet paper), then another (meat), only to have several more pop up (lumber, microchips, rental cars, and…...more

How Will the Latest Stimulus Package Impact the Economy and Your Portfolio?

The $1.9 trillion relief package known as the American Rescue Plan is a done deal. President Joe Biden signed his administration’s first major piece of legislation into law on March 11. That’s good news for many individuals, families…...more

Build a Better Financial Plan in 2021

The start of a new year can be a great time to focus on what’s going on with your money and to make improvements where needed. With a solid plan—one with steps you’ll stick to—you can get your…...more

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