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Secure-Act-Tax-Credits-for-Launching-New-401k

Phenomenal Tax Credits up to $5,000 per year for Launching a New 401(k) Plan

By Cary Stamp | February 26, 2020

Leading financial advisor Cary Stamp, based in Jupiter, FL, offers an overview of the exceptional tax credits up to $5,000 per year for businesses that launch new 401k plans (made available through a Secure Act provision).     SCHEDULE A CONSULTATION:   TRANSCRIPT: Hi, I’m Cary Samp with Cary Stamp & Co., and this is…

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Diversification-and-Asset-Allocation

Asset Allocation, not Stock Picking, May Have More Impact on Your Portfolio’s Success

By Contributing Staff | February 19, 2020

Asset Allocation and Portfolio Success: 90% of an Investment Portfolio’s Returns May Result from Proper Asset Allocation, not Stock Picking A 2000 study by economists Roger Ibbotson and Paul Kaplan concluded that more than 90% of a portfolio’s long-term returns may be driven by its asset allocation. For starters, what exactly is “Strategic Asset Allocation”…

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Jupiter-FL-Financial-Advisor

Maximize Your Pension with a Huge Lump Sum Passed on to Beneficiaries

By Cary Stamp | February 6, 2020

Jupiter, FL financial advisor Cary Stamp briefly outlines an innovative Pension Maximization strategy that can add a huge lump sum to the assets you pass on to beneficiaries. SCHEDULE A CONSULTATION:   TRANSCRIPT: I am Cary Stamp with Cary Stamp and Company. This is a Principled Wealth Moment. And if you’re somebody that has a…

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