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). TRANSCRIPT: Hi, I’m Cary Samp with Cary Stamp & Co., and this is a Principled Wealth…
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”…
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. TRANSCRIPT: I am Cary Stamp with Cary Stamp and Company. This is a Principled Wealth Moment. And if you’re somebody that has a pension, maybe you…
