Octo Capital - Independent Fiduciary Financial Advisor in Bloomfield, Bingham Farms Michigan
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Free retirement checklist

5/20/2020

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If something's worth doing, it's worth doing right. We believe there's a particular time of life this phrase couldn't be more appropriate - retirement!

But how can you know whether you've "got it right" for retirement? After all, life can be so unpredictable. As you look forward to living the retirement you've always imagined, you may find yourself wondering if you're truly ready.

You're not alone. Nearly everyone approaching retirement shares some of the same concerns. Download Free Retirement Checklist to "check off" 34 retirement concerns and make sure you're ready to retire with confidence.
Click here to download
Daniel Shub
​OCTO Capital Wealth Management
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When will we get back to average market returns?

5/4/2020

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Average total returns in the stock and bond markets are often cited in financial circles, perhaps giving lay investors the false impression that these returns are the norm. In reality, there have been few years when either stocks or bonds delivered returns that are even close to market averages.
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Financial markets, particularly stocks, are inherently volatile over the short term. To benefit from long-term market performance, investors should temper their expectations and stay the course.
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    Daniel Shub

    ​AIF®, RFC®

    Learn more about Daniel


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​Telephone: 248-731-7729
31600 Telegraph Road Suite 200
Bingham Farms, MI 48025
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​©2022 OCTO Capital, LLC. OCTO Capital is a Michigan-based Investment Advisory Firm. We may only transact business in those states in which we are registered, or qualify for an exemption or exclusion from registration requirements.
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​​Are you looking for a fiduciary financial advisor and retirement planner in Metro Detroit, Michigan? You've come to the right place. Octo Capital is serving clients in Michigan, including Bingham Farms, Bloomfield Hills, Troy, Rochester, West Bloomfield, Birmingham, Farmington Hills, Rochester Hills, Sterling Heights, Shelby Twp, Livonia, and Northville. We also work with clients located in other states*. We provide comprehensive financial planning and investment management. Our services include retirement income planning, cash flow projections, tax-efficient placement of assets, strategic tax-loss harvesting, coordination of all income sources in retirement, detailed analysis of tax returns focused on tax-saving opportunities, and more.
  • Home
  • New Clients
  • Services
    • Services & Pricing
    • Investment Management
    • Financial Planning
    • Tax Planning
    • Fiduciary
    • Nobel-Worthy Ideas
    • Videos
  • About
  • Contact
  • Client Portal