All Blog Posts Tagged 'finance' (80)

Tax Savings for High Income Realtors

Are you a successful realtor operating as an independent contractor? Ok.  Here’s how to save $38,000 in taxes this year.

Do you fit this profile? 

  • Self-employed or small business owner with up to five employees
  • 40 years of age or…
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Added by Orion Capital Management LLC on August 22, 2015 at 6:00pm — No Comments

State Dismisses Appeal of Sacramento Judge's Decision - Coronado May Now Repay Loans Made to Former Redevelopment Agency



CORONADO, CA - The State has officially dismissed its appeal of a Sacramento Superior Court ruling issued last year that found loans the City of Coronado made to its now-dissolved redevelopment agency are enforceable obligations and validated the transfer of $5.86 million from the redevelopment revolving fund back to the general fund.

The California Department of Finance's August 14 decision to drop its appeal means the July 2014 ruling is final and binding, and that…

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Added by eCoronado on August 20, 2015 at 9:41am — No Comments

50% off Coupon Code to Stocktoberfest at Hotel del Coronado



Enter this code to receive 50% off the event price:  coronado-50



At this year's Stocktoberfest (Oct 18-20), we continue to focus on investing for profit AND joy.  We have leading CEO's, traders, and investors discussing technology trends, global macro opportunities, strategies for all types of investing styles, and a look beyond US investing borders into China.

The race to $1…

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Added by eCoronado on August 19, 2015 at 10:27am — No Comments

Investing: Mid-Quarter Update by Orion Portfolios



Often the summer can be a lazy time for the markets, with many executives and traders on vacation around the world.  Not this year.  There’s a lot going on in the summer of 2015.

U.S. and international equity markets around the world have weakened in recent weeks, driven primarily by three factors:

  1. Stock market plunge and…
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Added by Orion Capital Management LLC on August 14, 2015 at 4:00pm — No Comments

Second Financial Literacy Course for Millennials offered today

Jane Braun, a local CERTIFIED FINANCIAL PLANNER™ premiered “Building Wealth: A Student’s Guide to Securing Your Financial Future,” a series of four workshops focused on financial literacy for millennials, on August 5 at Tent City.…

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Added by Sophia Zaller on August 11, 2015 at 10:30am — No Comments

First Financial Literacy for Millennials Workshop is Tonight



This month, CERTIFIED FINANCIAL PLANNER™ professional Jane Braun will guide young Coronadoans in building wealth and securing their financial futures through a course called “Building Wealth: A Student’s Guide to Securing Your Financial Future.” As the mother of five young adults, all of whom graduated from Coronado High School, Braun is passionate about inspiring the millennial generation to connect their purchasing power and earning potential. The workshops will run for 90…

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Added by Sophia Zaller on August 5, 2015 at 10:30am — No Comments

Learn How Prop 110 Can Assist Disabled Homeowners

Becoming disabled can be a struggle, whether it is physically, emotionally, mentally (must lead to a physical disability to use this proposition) or medically. Help for someone owning a home is available with California Proposition 110.

Proposition 110 is a constitutional initiative passed by California voters in 1990 that provides property tax relief for severely and permanently disabled claimants when they sell…

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Added by eCoronado on July 30, 2015 at 11:18am — No Comments

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

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