Octavia Blog

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

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