In The News

Improving Employee Retirement Plan Experience

Michael Ingram, Octavia partner and wealth advisor, discusses the latest trends in retirement planning and ways plan sponsors can improve the enrollment process....more

Stocks Rise Ahead of Earnings Season, Oil Prices Extend Gains

As we head into Q4, Octavia partner and wealth advisor Luis Strohmeier discusses the latest market action—financials, oil prices rising, interest rates and tapering....more

Americans Should Financially Prepare for Eventual Market Downturn, Advisor Says

Americans need to prepare for when the booming market days are over, Octavia Wealth's Luis Strohmeier said, as uncertainty in the market grows following signals from the Federal Reserve about pulling back stimulus....more

The Best Ways to Invest Your Money in 2021, According to the Experts

What do the experts have to say when it comes to the best ways you can invest your money this year? Luis Strohmeier, certified financial planner, partner, and advisor at Octavia Wealth Advisors shares his insight....more

Have the Inflation Conversation with Clients Now

Everyone's worried about inflation, but do you understand why? Luis Strohmeier, partner and wealth advisor, discusses the importance of education about inflation, plus planning and investing with inflation in mind....more

5 Ways to Maximize Your Social Security Benefits

How can you maximize your Social Security benefits? Octavia partner and wealth advisor Mark Bodnar says one option is to continue working longer....more

How to Find the Right Financial Adviser

Luis Strohmeier of Octavia Wealth Advisors joins Yahoo Finance to discuss what people should look for when selecting the right advisor to deal with their finances and the industry's different types of financial advisors....more

10 Things to Tell Clients About Inflation, Social Security COLAs

To weather a storm like this, “you want to be in investments that are more inflationary-proof,” Luis Strohmeier said he tells clients. Utilities, health care, communications, oil, commodities, precious metals —“those are things that are going to do…...more

How Do Governments Tax an Annuity?

One of the advantages of annuities is that they’re allowed to grow while putting off taxes until later. But that doesn’t mean policy holders can ignore Uncle Sam forever. Luis Strohmeier explains how the government taxes an annuity....more

Expanding the IRS Is Latest Front in Washington War on Small Businesses

Biden's plan to bolster IRS enforcement may impact small businesses the most. Small businesses would face an army of auditors if the agency is expanded as proposed, according to Luis Strohmeier, a certified financial planner in Miami....more