Blog Post

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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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, …

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An Update On The Coronavirus

SPECIAL UPDATE: Coronavirus, Markets, and What You Should Know   Volatility has surged in financial markets as investors react to economic and earnings fallout from the global spread of the coronavirus. We want to provide a market update that helps separate fact from fiction and put this market turmoil in the appropriate context.   Over …

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Markets Scared Sick

While fear and uncertainty have taken back the year-to-date gains for the major indices, they’ve also reopened a window for long term planning.   The markets are quick to react when a new event flips investor sentiment and distracts from the underlying fundamentals, but you shouldn’t lose sight of your long term goals.   Fear …

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