Money Management



Advanced Technical Analysis for the Intermediate Investor

This class continues the discussion of breadth indicators and adds option related breadth tools (put/call ratios).  

We expand our money discussion to sideline money in its various domestic (Margin, MZM) and international forms (Sovereign Wealth Funds and International Capital flows).  We begin the discussion of the economy and the markets.  

Topics will include:  

-Sideline money (how do we measure it?)

- Foreign money (does it matter?).  

- How to tell when speculation is driving the markets.  

- Does the economy matter (monitoring the Fed through FRED)?  

This class is fourth in a series and begins the wrap up and pulling together of the subjects covered in the first three classes.  



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205102
Santa Clara Adult Education
Room D6
18 - &up Godwin 1/29 - 1/29 Tu 06:30 PM - 09:00 PM $30.00 View

Modern Portfolio Theory for the Novice

What is modern portfolio theory and does it work?  Value and Growth, this is not your father’s stock market anymore, but size still counts.  

Topics will include:    

- New stock categorizations (what they mean and why they are important).

- Intermarket relationships: commodities, interest rates and stocks

- Mutual funds or Exchange Traded Funds (which is better, why?)

- More smoke and mirrors of Wall Street.

- An introduction to Technical Analysis.

This class is the second in a series  and will give the student a leg up on building a simple, diversified and cost effective portfolio.



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204902
Santa Clara Adult Education
Room D6
18 - &up Godwin 1/15 - 1/15 Tu 06:30 PM - 09:00 PM $30.00 View

Being the Complete Investor (Pulling it all Together)

We use the tools and approach from the first four classes to develop a comprehensive view of the economy and the stock market as it exists at class time.

Topics will include:    

- The U.S. economy at a glance.    

- A comprehensive review of the U.S. stock market using Technical analysis.    

- Data sources and software (where do you find good data?).    

- Bibliography and local investment groups (you’re not alone).    

- Future trends in investing and economics (Globalization & Secular Stagnation)

 This class is fifth in a series and will help you pull it all together and decide whether the U.S. markets and International economy are in a state of high or low investment risk.  



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207502
Santa Clara Adult Education
Room D6
18 - &up Godwin 2/5 - 2/5 Tu 06:30 PM - 09:00 PM $30.00 View

Creative Home Buying - In a New Market

Industry veteran, Brian Crane, teaches home buying strategies for the first time buyer and move up buyer!

Topics covered will include:

Choosing a loan/lender, inspecting your home, minimizing closing costs, avoiding common buyer mistakes, negotiation techniques, contracts and contingencies and much more!



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209902
Santa Clara Adult Education
Room D7
18 - &up Crane 5/9 - 5/9 Th 06:30 PM - 08:30 PM $30.00 View

Optimizing Your Portfolio with Technical Analysis

Fundamentals tell you what to buy.  Technical analysis tells you when to buy it.  

Herd behavior drives the stock market.  

Technical analysis is a subset of Behavior Economics and is therefore a tool for monitoring the herd.  

Topics will include:  

 - The linkage between herd behavior and price performance (when is the herd wrong?).  

- More on interest rates and the stock market (The Fed Model +).  

- Monitoring the herd with anecdotal evidence.     

- Money moves stock prices (How we monitor money flows).    

- Monitoring the major market trends with Breadth Indicators (McClellan Summation, Tick and Tick Q).  

- What really drives stock prices in the short, intermediate and long term?

This class is third in a series and will sharpen your vision and thinking with regards to what drives the markets. You will discover the tools needed to execute and survive in the markets ahead.    



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205002
Santa Clara Adult Education
Room D6
Godwin 1/22 - 1/22 Tu 06:30 PM - 09:00 PM $30.00 View

Protecting your Money in the Markets

Investment experts sound good, look good and post impressive credentials and investment returns.

Are they for real? This seminar will navigate through some of the smoke, mirrors and myths used by Wall Street. Topics will include:

 - Stock picking (or should we really try?)                                                

- Earnings & earnings growth (does it matter?)  

- Performance numbers (can numbers count?) 

- Behavior finance (call in Super Nanny)  

- Expert advice (or don’t try this at home)

This class is the first in a series and for anyone who wonders why everyone else makes money in the markets, but not them (maybe they don’t).    



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204802
Santa Clara Adult Education
Room D6
18 - &up Godwin 1/8 - 1/8 Tu 06:30 PM - 09:00 PM $30.00 View

Selling your Home for Top Dollar!

Learn smart strategies to maximize your home sales price and equity! Learn the right process to prepare your home for a smooth transaction and minimize headaches.

Topics covered will include:
House prep, inspections and disclosures, pricing your home, negotiation techniques, marketing strategies and much more!



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209802
Santa Clara Adult Education
Room D2
18 - &up Crane 5/16 - 5/16 Th 06:30 PM - 08:30 PM $30.00 View

Tax Free Retirement Planning

Are you aware of the devastating impact that the taxes can do to your retirement income? This class will show you how to transform your retirement and protect it from the impact of taxes.

A truly proven and dispensable concept and strategy to get to tax-free retirement. It will empower you to rescue your financial future and security from the looming threat of taxes. With just a little bit of proactive planning, you can insulate yourself from the threat of taxes by creating a totally tax-free retirement.

This class is a must for anyone interested in maximizing their retirement income. It will give you a clear and concise road map to greater predictability,control and peace of mind in retirement.

The Instructor, Hendra Soeleman, PhD., is a Financial Professional and a Tax-Free Retirement Income Specialist. He earned his degree from Purdue University in Electrical Engineering. After many years in high-tech industry, he transitioned full-time into the financial field. Hendra has been serving clients since 2016. He enjoys educating his clients about how money works and helping them attain their financial goals. Please call (or mail in) for couples registration 423-3500. Singles may register on-line (santaclaraadulted.org).



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218002
Santa Clara Adult Education
Room D6
18 - &up Soeleman 1/9 - 1/16 We 06:30 PM - 09:30 PM $49.00 View

Tax Secrets for Real Estate Wealth

Learn legitimate strategies that may reduce your taxes by 50%!

By the end of this seminar you will walk away learning:

• How to qualify for “Real Estate Professional”status and claim unlimited passive losses to reduce your overall tax liability

• How to buy real estate using your “self-directed IRA”

• How to leverage your real estate holdings with an IRA non-recourse loan

• How to use the IRC 1031 tax deferred exchange rules to trade up to higher quality properties as well as to leverage into more investment properties

• How you can increase your depreciation deductions in the first few years you by using segmented depreciation

• How to maximize your car, travel and transportation deductions

• How to hold title in your real estate: LLC, S Corp,C Corp.?

• You will walk through a sample tax return to seethe impact of your deductions

• BONUS: Learn how to buy investment properties in the best real estate markets throughout the country for $30,000-$100,000



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213702
Santa Clara Adult Education
Room D6
18 - &up Yee 1/16 - 1/16 We 06:30 PM - 09:30 PM $35.00 View

Why Purchase Investment Property – Outside California!
Think outside the box and learn how to buy investment property out of state during the tail end of this historic real estate down-cycle.

• More millionaires are made during economic crisis and real estate downturns than during any other times in our nation’s history.

• Where is the top 3 real estate markets in the country - it is not what you think!

• You will learn why many Californians have been very successful investing out of state using a proven, turn-key system with competent
property management.

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214802
Santa Clara Adult Education
Room D6
18 - &up Yee 1/15 - 1/15 Tu 06:30 PM - 09:30 PM $35.00 View