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Financial Advisor Rob Taylor

Rob Taylor, CFP® CLU® Accepted into Leadership Palm Beach County Engage Program

By Josh Weller | July 20, 2019

Taylor one of 56 professionals selected for esteemed program *** OFFICIAL RELEASE *** (WEST PALM BEACH, FL) July 20, 2019 – Financial advisor Rob Taylor, CFP®, CLU®, of Cary Stamp & Co. has been accepted into the 2019-20 Leadership Palm Beach County (LPBC) Engage program. The Leadership Engage program is a highly competitive 10-month program which…

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Your Financial Advisor Should Be Collaborating with Your Accountant and Estate Attorney

By Cary Stamp | July 18, 2019

If you have somebody who understands the big picture and is bringing your financial/accounting/legal advisors together, you will achieve far better outcomes for your family’s financial and estate planning. TRANSCRIPT: Today’s subject is the concept of collaboration. I firmly believe that as a financial advisor and CERTIFIED FINANCIAL PLANNER that I should be in contact…

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Cary’s Mid-Year Report & Outlook

By Cary Stamp | July 13, 2019

My mission is to help successful families live lives of abundance, possibility, and adventure.   The first half of 2019 has been fantastic for CS&C, my family, and the clients we serve. I was fortunate to begin the year with an overdue trip to Machu Picchu with my father. In May, Sharon and I spent…

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What is Sustainable/ESG Investing, and How It Differs from “Socially Responsible Investing” of the Past

By Josh Weller | July 12, 2019

“Sustainable Investing aims to identify companies that offer potential for strong financial returns while also demonstrating a commitment to sustainable business practices and positive impact. Sustainability is typically evaluated through analysis of environmental, social, and governance (ESG) policies, practices, and performance.” * Excerpt, Putnam Investments, “What is sustainable investing?”  Decades ago, I lived in a…

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Answers to Frequently Asked Questions about Sustainable ESG Investing

Answers to FAQs About Sustainable/ESG Investing

By Josh Weller | July 1, 2019

There are a number of terms used for Sustainable Investing. How are they different? There’s no question:  the four terms which have been used interchangeably for Sustainable Investing warrant clarification: Socially Responsible Investing (SRI) Impact Investing ESG Investing (Environmental-Social-Governance) Sustainable Investing Socially Responsible Investing (SRI) was the original label established decades ago and was a…

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