Market Volatility Is Normal—Planning Is Key
If, like most investors, you’re feeling a bit rattled by the market’s recent ups and downs, you may want to take a few deep breaths. It looks as though the road ahead could be just as bumpy. We…...more
Octavia Blog
June 21, 2022
March 21, 2022
Is It Time to Transition Your SEP or SIMPLE IRA to a 401(k) Plan?
If you’re starting to feel as though your business has outgrown its current retirement plan, you’re not alone. As time passes and their workforce evolves, small business owners often find that the SEP IRA or SIMPLE IRA they…...more
December 16, 2021
What to Watch When Investing in 2022
Be prepared to hear the term “cautious optimism” a lot over the next few weeks. It’s a catch-phrase economic forecasters tend to favor at any given time, but especially when a new year is near. Translation: While there’s…...more
October 7, 2021
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
July 15, 2021
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
April 27, 2021
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