Orion Capital

This past Monday our team was excited to celebrate the end of 2024 with some of our clients and partners at First Trust at Porta Via in Beverly Hills! 🎉🥂 We look forward to what 2025 will bring and are excited for what’s to come! Wishing everyone a great rest of 2024! 🎉 Steven Bailin, CFP® , Jeffrey L. Prince, CFP® , Christopher Francis #HappyHolidays #FinancalAdvisors #LosAngeles #WealthManagement

🌟 Embrace the Spirit of Giving This New Year 🌟 Charitable giving aligns with your core values and benefits the community. As the new year approaches, reflect on your motivations and goals for giving. Whether it's cash, assets, or your time, find a method that works for you. Research causes that matter to you and consult a financial professional to maximize your impact. Let's make this new year about giving back and embracing our values! 💖 https://lnkd.in/gSfePV6P

To say the U.S. economy has been difficult to read is an understatement. From generationally high inflation and interest rates to concerns about the labor market, it’s no wonder consumers are unsure about the overall health of the economy. To find out more: https://lnkd.in/gSwD_Rg4

🗓️ Year-End Tax Planning Tips 🗓️ Review Your Tax Situation: Check last year's return, pay stubs, and account statements. Adjust Withholding: Increase if you owe taxes; decrease if expecting a large refund. Consider AMT: Calculate potential Alternative Minimum Tax liability. Time Income and Deductions: Adjust based on next year's tax bracket. Charitable Contributions: Donate before year-end for deductions. Maximize Retirement Contributions: Contribute to retirement plans or IRAs. 📊 Consult a tax professional for personalized advice. 📊 https://lnkd.in/g3877af3

Tariffs could challenge corporate profits, and enthusiasm for tax cuts in 2026 could be overdone. Bottom line, our base case forecast calls for slowing economic growth, modest stock market gains with some upside potential, and range-bound interest rates that enable investors to focus on income generation and benefit from the higher-for-longer environment. To find out more: https://lnkd.in/g9TDz2ff

🌟 Daily Inspiration 🌟 "Write it on your heart that every day is the best day in the year." —Ralph Waldo Emerson Embrace each day with positivity and gratitude. Make today the best day yet! 🌞❤️

This past week, our managing partner, Jodie Cohen, CFP®, CRPS® attended —LPL Financial’s Women’s Conference in Washington DC! Here she is with fellow advisors and with Kimberly Parker-Hansen and Trish Arnold. Of the 5400 women at LPL, Jodie was honored to be one of the 250 women invited to attend. #LPL #WomenInFinance #FinancialServices #LasVegas

📝 Year-End Investment Planning Tips 📝 1️. Review Your Portfolio. 2️. Adjust Asset Allocation. 3️. Tax Considerations. 4️. Harvest Losses. 🔍 Diversification and regular reviews are key to a healthy portfolio. Happy investing! 💼📈 https://lnkd.in/gRRWWA4Y

💼 Maximize Your 401(k) Potential 💼 Don't take a passive approach to your 401(k)! Here are some top strategies to boost your retirement savings: 1️⃣ Explore Roth 401(k)s: Pay taxes now to enjoy tax-free withdrawals later. 2️⃣ Catch-up Contributions: If you're 50+, take advantage of extra contribution limits. 3️⃣ Target-date Funds: Use these for a balanced, all-in-one investment. 4️⃣ Rebalance Your Portfolio: Diversify and adjust to market conditions. Plan smartly for a secure financial future! 📈💰

Shoppers are entering the holiday shopping season with a host of stressors. They’re not only being choosy about how to spend their money, but they’re looking for ways to ease the burdens of buying presents at reasonable prices. Here's what to look out for and how you can use AI to find deals and potentially save time.