OCTO CAPITAL | FIDUCIARY FINANCIAL ADVISOR | BLOOMFIELD HILLS MICHIGAN
  • Home
  • About
  • Philosophy
  • FAQ
  • Contact
  • Client Portal
  • Home
  • About
  • Philosophy
  • FAQ
  • Contact
  • Client Portal
Ph: 248-731-7729

Getting to the point of a point

6/29/2019

0 Comments

 
A quick online search for “Dow rallies 500 points” yields a cascade of news stories with similar titles, as does a similar search for “Dow drops 500 points.” 
These types of headlines may make little sense to some investors, given that a “point” for the Dow and what it means to an individual’s portfolio may be unclear. The potential for misunderstanding also exists among even experienced market participants, given that index levels have risen over time and potential emotional anchors, such as a 500-point move, do not have the same impact on performance as they used to. With this in mind, we examine what a point move in the Dow means and the impact it may have on an investment portfolio. 

Read More
0 Comments

Can I use my IRA money to donate to charity?

6/13/2019

0 Comments

 
Using your IRA to make a donation can help you lower your tax bill...
See the Flowchart to determine if you qualify
Picture
can-i-do-a-qualified-charitable-distribution-from-my-ira-2019.pdf
File Size: 165 kb
File Type: pdf
Download File

If you have any questions, please do not hesitate to reach out.
​Daniel Shub, AIF®, RFC®
Wealth Advisor & Founder
OCTO Capital Wealth Management
248-731-7729
​www.octo-capital.com
0 Comments
    Picture

    Daniel Shub

    AIF®

    Learn more about Daniel



    Archives

    May 2020
    March 2020
    February 2020
    December 2019
    October 2019
    September 2019
    July 2019
    June 2019
    May 2019
    April 2019
    February 2019
    January 2019
    December 2018
    November 2018
    October 2018
    July 2018
    June 2018
    May 2018
    April 2018
    March 2018
    February 2018
    January 2018
    January 2017
    October 2016
    May 2016
    April 2016
    November 2015
    October 2015
    May 2015
    April 2015
    March 2015

    Categories

    All

    RSS Feed

Octo Capital

31600 Telegraph Road, Suite 200
Bingham Farms, MI 48025
(248) 731-7729
©2023 OCTO Capital, LLC. 
​
Disclaimer
Secure File Upload
  • Home
  • About
  • Philosophy
  • FAQ
  • Contact
  • Client Portal