There is a saying on Wall Street that “Nothing good happens below the 200-dma.” This maxim serves more as a testament to respecting the primary trend of the market than science because some of the best buying opportunities throughout history have occurred below the market’s longer-term average. To find out more: https://lnkd.in/gkzEryAC
Orion Capital
金融服务
Westlake Village，California 594 位关注者
We believe wealth management goes beyond financial planning—it’s about safeguarding your legacy for generations to come.
关于我们
At Orion Capital, our experienced financial advisors are dedicated to helping clients meet their financial and life goals. We’ve helped our clients celebrate achievements, endure challenges and plan for the future—offering advice and guidance at every step. That’s because we see ourselves as much more than an investment firm. We strive to be a loyal partner and friend, always ready to help you navigate obstacles and pursue your life’s greatest goals. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Chris Francis,?Jeff Prince, Steven Bailin, Jodie Cohen, Burke Francis and?Eric Wasserman are registered representatives with and securities and advisory services offered through LPL Financial, a registered investment advisor. Jeff Prince CA Insurance Lic #0C50169, Steve Bailin CA Insurance Lic #0A02243, Jodie Cohen CA Insurance Lic #0A66041, Burke Francis CA Insurance Lic #0A37005,?Eric Wasserman CA Insurance Lic #0E23362. Member FINRA/SIPC. https://www.finra.org, https://www.sipc.org/
- 网站
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https://www.orioncapital.investments
Orion Capital的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Westlake Village，California
- 类型
- 私人持股
- 创立
- 2023
- 领域
- Financial Services、Wealth Management、Financial Planning、Financial Advisors、Retirement Planning、Asset Management、Estate Planning、Charitable Gift Planning、Insurance、Long-Term Care、Tax Planning、Trust Services和Risk Management
地点
Orion Capital员工
动态
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?????????????? ???????????? ????????????: Market Volatility Has Arrived In Force Click here for insights from our research team on the current state of the markets, and what we might expect going forward... https://lnkd.in/gVAhcv3p
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?? Understanding Charitable Gifts: Learn how your donations can make a difference and be tax-deductible. Give wisely and maximize your impact! ?? #CharitableGiving #TaxTips #FinancialPlanning https://lnkd.in/gqBJ8R9G
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?? Understanding Self-Employment Tax: If you're self-employed, make sure you're aware of the additional tax on your income to fund Social Security and Medicare benefits. ?? #TaxTips #SelfEmployed #FinancialPlanning https://lnkd.in/gqrzQYWE
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Fourth quarter earnings season is nearly complete, and it has been a good one. To find out more: https://lnkd.in/gRhBkxQC
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?? The Hidden Power of After-Tax Contributions ?? Boost your retirement savings and reduce taxes with after-tax contributions. Learn how to leverage Roth IRAs, tax-advantaged investments, and the Backdoor Roth IRA strategy for a more secure financial future. ???? #RetirementPlanning #TaxStrategies #FinancialFreedom https://lnkd.in/gvRR7AzH
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The U.S. Treasury market is entering a significant transition period in 2025, facing both structural adjustments and all-too-familiar policy discussions. As the Federal Reserve's (Fed) shift from a zero interest-rate policy (ZIRP) coincides with a substantial $7.5 trillion refinancing cycle, markets are also preparing for another round of debt ceiling negotiations. To find out more: https://lnkd.in/gmW9bxsd
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?? "The value of an idea lies in the using of it." - Thomas Edison ?? Turn your ideas into action and watch them transform your world! ??? #Innovation #Inspiration #ThomasEdison
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?? As we step into 2025, the investment landscape is evolving rapidly, bringing both challenges and opportunities. The U.S. stands out with its entrepreneurial spirit, access to capital, and robust infrastructure, fostering incredible innovation in AI and drug discovery. Despite some investor anxiety, the long-term outlook is bright. Stay focused on the fundamentals and explore this report from Capital Group on the 5 keys to investing in 2025 for lasting insights. ???? #Investing2025 #Innovation #EconomicOutlook #Megatrends #LongTermGrowth https://lnkd.in/givxaR8r
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