In The News

Concerns About Annuity Issuer Failures Are Misguided

Luis Strohmeier, wealth advisor at Octavia Wealth Advisors, talks to Advisor Perspectives about annuity concerns. "If the company has been through the Depression or World War II and has a solid rating, it’s likely to stick around."...more

The Market Is Really Banking on a Stimulus Deal by Year End: Wealth Advisor

Have the markets already baked in a stimulus deal? Luis Strohmeier, wealth advisor and partner at Octavia Wealth Advisors, discusses outlook and sectors he sees opportunity with in the new year....more

Meet Three Advisors Who Focus on Medical Professionals

Medical professionals have unique needs as clients. Luis Strohmeier discusses their change in attitude toward money and COVID-19's impact on their financial planning. ...more

Estate Planning and Charitable Giving

Don’t wait until you’re gone to make charitable contributions. “Charitable giving can start while you are alive and you can see the fruits of your giving,” says Luis Strohmeier at Octavia Wealth Advisors in Los Angeles, California....more

Student Debt Cuts Into Retirement Savings for All Age Groups

Student loans now impact every demographic and can make it hard to save for retirement. Luis Strohmeier tells Investopedia, "Even when saving is difficult, it’s better to save any amount at all, even if it’s 1% or 2%."...more

Luis Strohmeier On Investment Strategies Headed Into 2021

As we head into 2021, where are there opportunities in the market? Luis Strohmeier, partner and wealth advisor, joined TD Ameritrade Network to discuss tech, health care, and emerging markets....more

US Stocks Rise Sharply as Election Results Keep Trickling In

Markets continue to move as election results roll in. "The markets still believe Biden will win but what investors didn't want was a sweep," said Luis Strohmeier, a partner with Octavia Wealth Advisors....more

Wall Street wanted clear election winners. Expect volatility until then.

While the election remains uncertain, Luis Strohmeier explains that when it comes to the market it doesn't really matter who is president. “What really matters to the market is earnings."...more

How to Game Plan Your Paused Student Loan Payments

Although millions of student borrowers had their student loans paused as a result of COVID-19, Luis Strohmeier explains to Wall Street Journal that many people may be negatively impacted once payments must be made in January....more

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