Should I Have More Cash?

The Answer Is Personal

 

Investing is for the long-term.

 

We build portfolios to withstand some of the market downside through prudent, balanced asset allocation and a sector rotation strategy; strategies that are based on your stated risk tolerance and financial goals. We’ve been making adjustments to portfolios to reposition given the current volatility, including raising cash to have ready when new opportunities avail themselves.

 

 

Investing is also personal.

 

If a larger cash position would make you feel more balanced in this market environment, it’s something we should discuss. Our goal is that when fear and volatility subside, the moves we make now will seem prudent in hindsight.

 

 

 

Please give us a call to review your asset allocation, cash needs, or the current investment climate.

 

415-345-8185

 

The posted information is for informational purposes only. Karp Capital Management does not offer tax advice, please consult with your CPA or tax professional. Advisory services offered through Karp Capital Management an SEC registered investment advisor. The past performance of securities or other investments does not necessarily indicate or predict future performance, and the value of investments. This communication does not purport to be a complete statement of all material facts related to any company, industry, security or investment strategy. Securities offered through Infinity Financial Services, member FINRA/SIPC. Karp Capital Management is not an affiliate of Infinity Financial Services.

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