In The News

Why It Might Be Time to Meld Your Investing Strategy with Your Disaster Preparedness Plan

Individuals living on the West Coast have been devastated by wildfires and put on edge as a result of earthquakes. Luis Strohmeier provides insight into how residents can financially protect their homes....more

How Will Latin America’s Debt Financing Look After COVID-19?

The coronavirus pandemic is a causing a severe strain on Latin America’s public finances. For investors like Luis Strohmeier, partner and wealth advisor at Octavia Wealth Advisors in Los Angeles, California, he would only consider putting money into Chilean…...more

6 Pros and Cons of Choosing a Fee-Only Financial Advisor

One of the biggest advantages to using a fee-only financial advisor is that the vast majority of these professionals operate as fiduciaries, says Luis Strohmeier, partner and wealth advisor at Octavia Wealth Advisors in Los Angeles. Fiduciaries are…...more

Luis Strohmeier Talks Expectations For Rotation to Value Stocks

Luis Strohmeier talks to TD Ameritrade Network about the markets, the 5 companies driving the S&P and outlook for value stocks amid the election....more

How Much Can You Contribute to a 401(k) for Retirement?

If can't afford to max out your 401(k) right now, but that's your goal, don't give up. Do it gradually over time, says Michael Ingram, CFP, partner and wealth advisor at Octavia Wealth Advisors in San Diego....more

How Black Culture Influences Financial Planning and Decision-Making

Advisors don't need to be the same race or ethnicity to work well with a client, but they should be able to recognize the cultural difference that impact the client’s financial decisions. Luis Strohmeier discusses this with RIA…...more

Annuity Sales Slump During Pandemic

The pandemic has caused annuity sales to fall in the second quarter. Don Hughett provides insight into why variable annuity income guarantees have become less appealing and how the industry is reacting....more

2021 Will Be a Big Year in Financials for Both Banks and Insurance

Watch as Luis Strohmeier, ‎Octavia Wealth Advisors Partner and Wealth Advisor, joins Yahoo Finance On the Move panel to discuss impact of foreign policy on markets....more

Tech Stocks Have Had a Great Run. Is It Too Late to Invest?

Luis Strohmeier, partner and wealth advisor at Octavia Wealth Advisors, says he is still recommending big tech stocks—but not for investors with a short outlook. Short term, these stocks might see a correction following their growth; anything can…...more

Offering You More Possibilities at Our New, Independent Wealth Advisory Firm

Mike Ingram, partner and wealth advisor at Octavia Wealth Advisors, explains why they launched an independent RIA firm: "Our decision is a true progression of our services to be able to provide our clients with quality and unbiased advice."...more