LATEST financial focus PODCAST
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
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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RECENT PODCAST EPISODES
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
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
Required Minimum Distributions -> Optional Distributions
In 2019 the federal SECURE Act was passed. It changed the age required for people to begin taking Required Minimum Distributions (RMDs) from 70 ½ to 72. This change was only going to affect those turning 70 ½ in 2020 and beyond. However, this became moot with COVID-19 related RMD reforms. The CARES
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
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
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
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
Required Minimum Distributions -> Optional Distributions
In 2019 the federal SECURE Act was passed. It changed the age required for people to begin taking Required Minimum Distributions (RMDs) from 70 ½ to 72. This change was only going to affect those turning 70 ½ in 2020 and beyond. However, this became moot with COVID-19 related RMD reforms. The CARES
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
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
WITH 25+ YEARS OF EXPERIENCE IN THE FINANCIAL SERVICES INDUSTRY, THE KARP TEAM IS UNCOMPROMISING IN THEIR COMMITMENT TO HELP YOU REACH YOUR INVESTMENT GOALS.
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