All Blog Posts Tagged 'finance' (73)

Learn How California Proposition 60 Can Save Money in Real Estate Transactions



Getting older is certain, getting wiser is likely, getting happier is what you do with your attitude and getting tax breaks is what this commentary explains.

One of the biggest fears for seniors (and others), is running out of money in retirement and the threat of increasing taxes. People who have built up equity in their homes and thus having lower tax rates can thank California’s Proposition 13, which limits property tax…

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Added by eCoronado on July 23, 2015 at 4:30pm — No Comments

Yappy Hour - This Wednesday!

OKAY…. WEDNESDAY, MAY 27th IS THE DAY!!!!!  Beginning at…

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Added by PAWS of Coronado on May 25, 2015 at 9:43pm — No Comments

Pennies for Paws Kickoff

Our Pennies for PAWS campaign kicked off on April 10th and so far we have collected over $500.00! Throughout Coronado, donation dog houses with the bright yellow PAWS logo can be found on counters in Island…

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Added by PAWS of Coronado on May 25, 2015 at 9:40pm — No Comments

The Most Powerful (But Least Known) Retirement Plan



By Peter C. Thoms, CFA


www.orionportfolios.com

Are you frustrated with the taxes you paid in 2014? Would you like a way to save more for retirement while paying less in taxes?  If you are a small business owner or high income independent professional, you may have powerful tax-reducing options available to you.

By opening and funding an…

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Added by Orion Capital Management LLC on May 15, 2015 at 9:30am — No Comments

Pennies 4 PAWS

Local resident and PAWS Board of Director Caroline Haines has done it again. Many of you may know Caroline as the founder of the Coronado Pet Parade and Chili Cook-off. Caroline’s creativity and passion to help the animals knows no bounds and she has recently launched the Pennies 4 PAWS Program.

In Caroline’s own words: “For all those unwanted pennies when checking out of a local business, this is the place for that. We have acrylic dog house’s that we will…

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Added by PAWS of Coronado on April 10, 2015 at 3:30pm — No Comments

Understanding Dimensional’s Value Proposition, Part 1 of 7: Value Tilt



By Peter C. Thoms, CFA



February 6, 2015

Because Dimensional Fund Advisors (DFA) does virtually no public advertising and only permits access to its funds through investment managers with whom it wants to work, many investors are unfamiliar with what separates Dimensional’s investment strategies from the strategies of other fund companies.  Though Dimensional is not well known…

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Added by Orion Capital Management LLC on February 6, 2015 at 3:30pm — No Comments

Quarterly Market Update -- December 31, 2014

Market Update for the Quarter Ending December 31, 2014

Presented by Manning Wealth Management

 

Another…

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Added by Manning Wealth Management on January 7, 2015 at 10:00am — No Comments

Weekly Market Update -- December 29, 2014

Weekly Market Update, December 29, 2014                                 

Presented by Manning Wealth Management

 

 

General market…

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Added by Manning Wealth Management on December 29, 2014 at 9:00am — No Comments

Weekly Market Update -- December 22, 2014

Weekly Market Update, December 22, 2014                                 

Presented by Manning Wealth Management

 

 …

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Added by Manning Wealth Management on December 22, 2014 at 3:30pm — No Comments

How Not to Invest

How Not to Invest

 

By Peter C. Thoms, CFA

December 19, 2014 

www.orionportfolios.com

Depending on a specific…

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Added by Orion Capital Management LLC on December 19, 2014 at 12:30pm — No Comments

Weekly Market Update, December 15, 2014

Weekly Market Update, December 15, 2014                                 

Presented by Manning Wealth Management

 …

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Added by Manning Wealth Management on December 15, 2014 at 4:30pm — No Comments

Finance: Weekly Market Update, December 8, 2014

 

Weekly Market Update, December 8, 2014                                   

Presented by Manning Wealth Management

 

General market news

  • Treasury yields were up last week across the curve after reaching their lowest point…
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Added by Manning Wealth Management on December 8, 2014 at 4:00pm — No Comments

Weekly Market Update, December 1, 2014

Weekly Market Update, December 1, 2014

Presented by Manning Wealth Management, Inc

 

General market news

  • Last week’s bond rally continued strong after a day off on Thursday, with the 10-year Treasury yield opening at 2.17 percent early Monday and the 30-year at…
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Added by Manning Wealth Management on December 5, 2014 at 10:00am — No Comments

Have You Outgrown Your SEP-IRA or Individual 401(k)?

Have You Outgrown Your SEP-IRA or Individual 401(k)?

By Peter C. Thoms, CFA

Founder, Orion Capital Management LLC

www.orionportfolios.com

Check our our Tax Savings…

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Added by Orion Capital Management LLC on December 2, 2014 at 3:00pm — No Comments

Weekly Market Update, November 24, 2014

Weekly Market Update, November 24, 2014

Presented by Manning Wealth Management

 

General market news

  • Treasury yields opened the week in the middle of last week’s range. The 10-year…
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Added by Manning Wealth Management on November 24, 2014 at 9:30am — No Comments

Weekly Market Update, November 17, 2014

Weekly Market Update, November 17, 2014                                

Presented by Manning Wealth Management

 …

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Added by Manning Wealth Management on November 21, 2014 at 2:00pm — No Comments

Weekly Market Update -- November 10, 2014



Weekly Market Update, November 10, 2014                                

Presented by Manning Wealth Management

 

General market news

  • The 10-year Treasury yield climbed as high as 2.39 percent on Friday before closing below 2.30 percent; it opened early Monday morning as low as 2.27 percent. Last week’s employment report, though positive, came in below expectations, and with global…
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Added by Manning Wealth Management on November 10, 2014 at 10:00am — No Comments

Are Central Banks Throwing a Progressive Party?

Are central banks throwing a progressive party? 

You know, the kind of party where folks travel from house to house feasting and drinking and enjoying the proffered  hospitality. For years pundits have speculated about what will happen to the U.S. stock market party when the spiked punch bowl of…

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Added by The Gensler Group on November 4, 2014 at 2:42pm — No Comments

Weekly Market Update -- November 3, 2014

 

Weekly Market Update, November 3, 2014                                  

Presented by Manning Wealth Management

 

General market news

  • Treasury yields were up initially following the release of last week’s Federal Reserve meeting minutes, which seemed to be more hawkish than…
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Added by Manning Wealth Management on November 3, 2014 at 1:30pm — No Comments

Weekly Market Update -- October 27, 2014

Weekly Market Update, October 27, 2014                        

Presented by Manning Wealth Management

 

General market news

  • Equities were in rally mode last week, with the S&P 500 Index gaining 4.14 percent. The technology sector was particularly strong, helping to propel the Nasdaq Composite Index to a gain of 5.30…
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Added by Manning Wealth Management on October 27, 2014 at 9:30am — No Comments

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