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News & Hot Topics

Californians Dominate Forbes 400
Oct 27, 2011

In September, Forbes unveiled their annual list of the 400 richest Americans. Those worth less than $1 billion need not apply.

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Orange County Billionaire Victim of Identity Theft
Nov 23, 2010

Multi-billionaire Donald Bren, chairman of the huge Orange County development company, Irvine Co., was a victim of old fashioned identity theft.

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Index of Economic Indicators Weakens Slightly
Nov 23, 2010

For the first time in a year and a half (since March 2009) San Diego County’s Index of Leading Economic Indicators declined 0.1 percent in September.

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Local Company Profile

Poinsettias, San Diego's holiday gift to the world
Dec 22, 2010

They are the beautiful decoration for the holidays, and for Ecke Ranch they are a big business

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Business Openings & Closings

Introducing DREAM VILLAGER, Serving the Wealth Triangle
Mar 3, 2010

The DREAM VILLAGER will be published for the villagers of La Jolla, Rancho Santa Fe, and Del Mar; our philosophy will be for short and to-the-point articles; published once a month for busy people.

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Mortgages & Banking

Filling Out Tax Forms: More Work for You and Your Accountant
Mar 8, 2011

What if you had to keep track of every expenditure so that if you had spent more than $600 with one business, you would complete a tax form in triplicate?

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Federal Gift Tax Exemption Jumps to $5 Million
Mar 3, 2011

For wealthy individuals – those with assets of at least $2 million to $4 million – 2011 and 2012 represent a favorable time to make gifts, as the federal gift-tax exemption has been raised to $5 million for the next two years.

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Leading Economic Indicators for San Diego Stalled for Third Straight Month
Dec 22, 2010

San Diego County’s Index of Leading Economic Indicators, which is prepared every month by University of San Diego’s Burnham-Moores Center for Real Estate, looks at six sources to develop its composite Index.

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Ponzi Schemes & Scams

IRS Warns Against Tax Scams
Apr 6, 2012

As we get closer and closer to that April 15th tax deadline, many people will turn to professionals for help in preparing their taxes.

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New Renters Beware of Fake Landlords
Apr 6, 2012

W hen looking for that next place to rent, it’s easy to get caught up in luxurious amenities, sometimes to the point of missing potential pitfalls.

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Phishing Scam Uses American Airlines
Apr 6, 2012

Another month, another email phishing scam trying to obtain your credit and social security information.

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