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Tips for Parents of Millennials—How to be a Financial Role Model for your Kids

By Cary Stamp | January 17, 2019

Few children come by wealth management naturally. For most young children, money just buys stuff. As they age, they think philanthropy sounds good, but it competes with immediate gratification. Real estate and taxes are complicated. Securities and the markets in which they trade are mostly intangible. Despite the barriers, you can teach your adult children…

The New Year Brings New Opportunities to Fulfill My Mission (APA)

By Cary Stamp | January 9, 2019

Each year at this time, I reflect on the year past and create my vision for the next revolution around the sun. Usually, I am having this conversation with myself at the conclusion of our year-end travels and I have some quiet time to think. This year, I am doing my thinking in Lima, Peru.…

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Cary Stamp, Daniel Roth, Robert S. Taylor and Frank Francese are Registered Representatives and Investment Adviser Representatives with/and offer securities and advisory services through Commonwealth Financial Network, Member www.finra.org www.sipc.org, a Registered Investment Adviser. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, MA, MD, MI, MN, MO, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

Brian Sirota and Josh Weller are Investment Adviser Representatives with/and offer Advisory Services through Commonwealth Financial Network, a Registered Investment Adviser registered in all 50 states. As Investment Adviser Representatives of Commonwealth Financial Network, Brian Sirota and Josh Weller can offer advisory services nationwide. Privacy Policy