Ally Weisfeld

Summertime Blues

We continue to see heightened volatility across most of the stock and bond markets as investors brace for additional Federal Reserve rate hikes to combat inflation. Recent inflation highs are a product of the 100-year event of the pandemic and are expected to ease, but it won’t happen overnight. Over time, financial markets are orderly …

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Green Shoots

Winter is behind us, and spring is here, along with its positives of longer days and warmer weather. But lingering from winter remains the cold reality that market volatility continues to dominate headlines; however, we see many signs of positive change coming. Recent market volatility stems from the negative investment scenario playing out, which includes …

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Prop 19

Is the family vacation home a part of your year-end gifting plans?     With the passage of Prop 19 in California, now is an opportune time to reassess how your real estate portfolio fits into your estate and what you plan to leave to future generations. After February 15, 2020, there will be significant …

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Fire-Proof Your Finances

Fires, pandemics, lost jobs, oh my! With all that is going on right now, it is important to do what we can to stay in control and prepare for the worst. As a fiduciary, we utilize information our clients share with us to identify their specific risk tolerance, however, here at Karp Capital we know …

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Cash Balancing Act

With the tax filing deadline extended to July 15th this year, many business owners realized the extent of their tax liability much later than usual. This shortened the window in which business owners had to adjust their strategic planning and minimize tax liability. With the COVID-19 pandemic affecting both daily operations and long-term planning, it …

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Karp Capital Management is Proud to Support the SF-Marin Food Bank on Giving Tuesday

  KARP CAPITAL MANAGEMENT IS PROUD TO SUPPORT THE SF-MARIN FOOD BANK ON GIVING TUESDAY   As we mentioned in our most recent newsletter, members of the Karp Capital team volunteered at the warehouse in San Francisco on Leap Day as a way to give back. Since then, the need for volunteers and donations has escalated …

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Give Me Some Credit

During the first hints of volatility at the start of March, the flight to safety drove interest rates to multi-year lows and had lenders cutting mortgage rates to be competitive in what looked like the start of a new home refinancing boom.   The cost to borrow quickly fell to multi-year lows and mirrored the …

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Call to Action

“When I was a boy and I would see scary things in the news, my mother would say to me, ‘Look for the helpers. You will always find people who are helping.’” – Mr. Rogers     During World War II automotive factories and upholsters retooled to manufacture supplies for the military.  Fast forward 80 …

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