Karp Financial Strategies

07/06/2021

True Wealth-Charting the Possibilities

In this month’s column, Jeff focuses his message of his True Wealth perspective (a measure of life lived to the fullest with gratitude, wonder and planning) on the ability to organize your dream list. This month’s article talks about the need to chart future expenses for your retirement “fun.....

03/05/2021

In your personal race to financial wellness, it's your GO button-PRESS IT!

As a child, I remember hearing that one of my relatives had won their state lottery. While it did not have a large effect on their lifestyle, it certainly was a stroke of luck. Though the outcome of winning was “lucky,” the activity that led to the win is a perfect example of my continued focus ...

12/02/2020

All About Life Insurance----in Retirement

The standard retirement planning handbook, whichever you may read, tends to focus on some general topics like diet, exercise and a secure income/cash flow.

11/10/2020

While some people will never need long term care- many will need the financial support that this type of insurance provides. It should be included in your retirement plan analysis, especially if existing medical conditions increase your odds of needing it.

07/28/2020

Is it really surprising that the stock markets seem to go on an up trend when a few "good" headlines hit the news cycle and down when the "bad" news hits? Since the markets take their cue on best guesses of the future business climate and their is no real way to know what the future trend will be (thank you COVID, election cycle, government, etc.) the answer is NO-it is not surprising. Emotionally hard to live through but logically understandable which leads to the age old battle of heart vs. head. This week LPL research shares their take on recent market behavior.

Always consider that a life well lived may be best measured by the people you meet, the people you help and the experiences you have.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Arizona (AZ), California (CA), Connecticut (CT), Florida (FL), Georgia (GA), Maryland (MD), Minnesota (MN), Mississippi (MS), North Caro...

07/01/2020

Lower interest rates have been helpful to mortgages and other loan programs but how have they impacted the bond markets? Are government or corporate bonds the better place to be? LPL Research looks at the current and future impact of low interest rates on the fixed income markets, in this weeks commentary. Enjoy the read.....

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Arizona (AZ), California (CA), Connecticut (CT), Florida (FL), Georgia (GA), Maryland (MD), Minnesota (MN), Mississippi (MS), North Caro...

06/23/2020

Today, financial community as a whole, ponders the question of whether the future is brighter for US investing or International? Which will respond to stimulus better? Read this weeks commentary from LPL Research to understand their perspective on this current debate.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Arizona (AZ), California (CA), Connecticut (CT), Florida (FL), Georgia (GA), Maryland (MD), Minnesota (MN), Mississippi (MS), North Caro...

05/18/2020

The Road to Recovery might be paved with bumps and potholes. If many companies are not issuing earnings/revenue guidance, if the timetable to fully reopening the economy is unknown and if Washington keeps making this more about politics vs. than a balance between economic welfare and health how do the markets know what to expect? Look at the technical data and keep emotions at bay. I welcome you to read this weeks comments from LPL Research as they evaluate the possiblities....

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Arizona (AZ), California (CA), Connecticut (CT), Florida (FL), Georgia (GA), Maryland (MD), Minnesota (MN), Mississippi (MS), North Caro...

04/20/2020

In 1969 the Beatles had a hit song-Here Comes the Sun. Well, maybe the stock markets, this past week were a bit of sunshine for all of us........The key is to not get Blinded by the Light (Bruce Springsteen) as more time is needed.

Enjoy LPL Research take on last week's events.

Securities and advisory services offered through LPL Financial. A registered investment advisor. Member of FINRA & SIPC.

04/03/2020

The impact of the virus and associated global shutdown continues but maybe a few glimmers of light at the end of the tunnel...…….LPL Research shares it latest update on signs that a bottom in the markets are in.

Be Well----

Securities and advisory services offered through LPL Financial. A registered investment advisor. Member of FINRA & SIPC.

03/27/2020

The key word in this week's LPL Research commentary is "process". A progression- in this case, of steps that will lead us back to economic growth. This probably means more ups and downs, more economic challenges, more positive test cases and yes, more loss of life. No one knows when the right time to buy really is. We do know that history has shown that this will pass.

Since time really is our most valuable asset, enjoy our forced disconnect from life's schedule as it will all go back to the way it was before we know it.

Be Well

Jeff

Securities and advisory services offered through LPL Financial. A registered investment advisor. Member of FINRA & SIPC.

03/20/2020

We are completing our first full week of social distancing, with many new/interesting experiences.

No one can predict when the markets will turn but LPL research attempts to provide some educated guidance on what to look for.

In the meantime, remember to enjoy the gift of time you have been given, as we will all get back to our busy schedules sooner than you think.

Securities and advisory services offered through LPL Financial. A registered investment advisor. Member of FINRA & SIPC.