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Showing posts from November, 2018

2018 Financial Tactics Brunch with The Norris Group

Recently attended the 2018 Financial Tactics Brunch , which asked that you listen/watch the 2017 brunch stream-able on Amazon Prime. 2017 started with an introduction from Bruce Norris of The Norris Group -touching on how the most important word in Real Estate is: Timing . Next up was Karen with uDirect IRA ; speaking about how self-directed IRA’s work. After was Matt and Amanda with Keystone CPA ; speaking about what you can deduct and possible changes that were to come up with the 2018 tax code change. Next speaker was Harry with Barth Calderon ; speaking about asset protection. Last to speak was Bill with Exeter 1031 Exchange ; speaking on some of the nuance’s of 1031 exchanges. Lastly was a panel, made up of all the above speakers-starting with Bruce Norris leading the Q&A, eventually leading to the audience asking questions. 2018 Financial Tactics Brunch Held at the Segerstrom Center in Costa Mesa-now for its 8th year-The brunch started with complimentary breakfast and

2018 UAM Financial Round Table

We recently had the great honor of attending the 17th annual- United American Mortgage Financial Round Table -on October 10,2018 down in Costa Mesa, CA . Hosted by Ted Learkos and his team of Jessica McClure , German Santibanez , and many more-attended by every Real Estate office from Realty Pro 100 to First Team to Keller Williams.  The afternoon started after lunch sponsored by Katella Grill to the guest speaker, Steven Thomas of Reports on Housing .  In his speaking appearance, Steven Thomas gave us his first " Orange County Housing & 2019 Forecast ". To discuss 2019, we must first discuss the 2018 Forecast :  -Low distressed inventory -Return of unrealistic over priced seller -Normal Cycle -Rise in Inventory In which, he was mostly correct.  For the 2019 forecast; we have a record number of houses on the market,there is more inventory than demand with a steep drop as we head into the holidays. So what is this market then? It is a Balanced Ma