StampNotes

Blog, Commentary, And News

How Much Life Insurance Do You Need?

By Cary Stamp \ March 29, 2020
How-Much-Life-Insurance-Do-You-Need?

Cary Stamp, leading financial advisor based in Jupiter, FL, provides perspective on the proper amount of life insurance and the question of whether your beneficiaries would need to use the principal of life insurance proceeds for living expenses.     TRANSCRIPT: Hi, I’m Cary Stamp, and this is a Principled Wealth Moment. I just read…

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Summary of State & Federal Financial Responses to COVID-19 Crisis

By Contributing Staff \ March 29, 2020
Coronavirus-Covid19-Florida-Update

UPDATED SUN. MARCH 29, 2020 In the interest of keeping clients, friends, and our communities informed, we have created a list of financial-related responses by State and Federal governments to the current crisis. Updates to come as new information becomes available.  FEDERAL ANNOUNCEMENTS The CARES Act  ($2.2 trillion) The largest fiscal stimulus in American history…

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Taking Advantage of Opportunities for Long-Term Wealth Creation

By Cary Stamp \ March 18, 2020
Long-term-Wealth-Creation

Cary Stamp—leading Jupiter, FL financial advisor—calls upon decades of experience to offer his view that the Covid-19 crisis may be a generational opportunity for long-term wealth creation.     TRANSCRIPT: Hi, I’m Cary Stamp, and this is a Principled Wealth Moment. And I’d like you to listen to something. [knock knock knock] Do you hear…

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3 Investment Management Strategies for a Down Market

By Cary Stamp \ March 14, 2020
Investment-Strategies-for-Down-Market

Leading financial advisor Cary Stamp offers three potentially profitable investment strategies for market declines.         Tax Loss Harvesting, Roth IRA Conversions, and Buying Low with Dollar Cost Averaging. TRANSCRIPT: Hi, I’m Cary Stamp, this is a Principled Wealth Moment. Nobody likes a down market, but I’m going to explain how we can…

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The Power of Now — A More Fulfilling Approach to Planned Giving

By Josh Weller \ March 11, 2020
Sustainable-ESG Investing

Highly-Rated Sustainable-ESG Assets Offer the Comfort of Having a Constant Positive Impact. The purpose of creating a Planned Giving strategy at any level of wealth is to formalize, in a tax-efficient manner, your desire to give back to the entities and causes that are close to your heart. It’s a noble process that has positive…

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The Importance of Making a Difference in Your Community

By Cary Stamp \ March 4, 2020
Cary-Stamp-Community-Service-Giving-Back

Cary Stamp, leading financial advisor in Jupiter, FL, shares his perspective on making a difference in the world by giving back to local community organizations.         TRANSCRIPT: I grew up in Iowa and growing up in Iowa was pretty average. I went to a public school, I got pretty good grades and…

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