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LATEST financial focus PODCAST

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

Read More »

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

Read More »

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RECENT PODCAST EPISODES

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

Read More »

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

Read More »

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

Read More »

Keep Track of the Important Stuff

As the complexity of your financial life grows, so does the number of documents and information that you need to track. It is easy to forget where you filed away important documents, especially when someone tells you “it’s for your records”. As a fiduciary and as your financial advisor, we understand all the moving parts

Read More »

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

Read More »

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

Read More »

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

Read More »

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

Read More »

Keep Track of the Important Stuff

As the complexity of your financial life grows, so does the number of documents and information that you need to track. It is easy to forget where you filed away important documents, especially when someone tells you “it’s for your records”. As a fiduciary and as your financial advisor, we understand all the moving parts

Read More »

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

Read More »

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