StampNotes

Blog, Commentary, And News

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

By Cary Stamp \ February 26, 2020
Secure-Act-Tax-Credits-for-Launching-New-401k

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…

READ MORE ⟶

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

By Contributing Staff \ February 19, 2020
Diversification-and-Asset-Allocation

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”…

READ MORE ⟶

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

By Cary Stamp \ February 6, 2020
Jupiter-FL-Financial-Advisor

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…

READ MORE ⟶