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Daniel Shub, RFC
Founder, OCTO Capital and Shub and Company

Daniel Shub is the founder of OCTO Capital and Shub and Company. Since 1997, he has worked in the financial services industry, specifically focusing on clients' goals and wealth protection for retirement. He also authored the book, Retirement IQ. Shub holds the Registered Financial Consultant® designation, has passed the Series 65 securities exam and is insurance licensed.

Stocks Are Risky – But Avoiding Them Can Be, Too
investing

Stocks Are Risky – But Avoiding Them Can Be, Too

Without stocks, your retirement portfolio may not grow as fast as prices rise. With inflation at 3%, the $100,000 you have available to spend today co…
October 17, 2017
Your 401(k), 403(b) and IRA: Tax Shelter or Tax Nightmare?
retirement

Your 401(k), 403(b) and IRA: Tax Shelter or Tax Nightmare?

You've saved like crazy in your tax-deferred accounts, but all that money isn't really yours: Some of it belongs to Uncle Sam, and in the future he ma…
May 26, 2017
What Kind of Investor Will You Be In Retirement?
retirement

What Kind of Investor Will You Be In Retirement?

You’ve saved and invested to get to retirement, but now that you’re actually there, you may need to make a new plan.
February 17, 2017
3 Strategies to Increase the Value of Your Estate
taxes

3 Strategies to Increase the Value of Your Estate

You can boost your nest egg's return on investment by adjusting your withdrawal strategy in retirement and planning other smart financial moves.
October 25, 2016
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