StampNotes

BLOG, COMMENTARY, AND NEWS

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. 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 with…

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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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Crypto-Currency, the Blockchain and Your Portfolio

By Cary Stamp | March 25, 2019

I am attending the Barron’s Independent Summit in Salt Lake City for the next few days. Ric Edelman, a well-regarded advisory firm founder, author and entrepreneur has assembled a group of experts to discuss the future of digital currencies. I admit that I have been a skeptic, so I wanted to understand what the proponents…

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Why You Should Talk to Your Kids About Your Wealth

By Cary Stamp | March 15, 2019

If you were born during the baby-boom generation, then it is not very likely that your parents shared information with you about their finances. Perhaps, in their final years or when one parent passed away, they might ask for help but the prior generation was fairly tight-lipped about money. That generation lived through the depression,…

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Make Tax Time less taxing (Next Year)

By Cary Stamp | March 6, 2019

As we prepare for tax season, it is a good idea to start thinking about how we can structure our finances, investments and charitable planning to give us a better outcome a year from now. The following are a few ideas we are discussing with our clients;   Bunch your charitable giving. With a standard…

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Tips for Parents of Millennials—How to be a Financial Role Model for your Kids

By Cary Stamp | January 17, 2019

Few children come by wealth management naturally. For most young children, money just buys stuff. As they age, they think philanthropy sounds good, but it competes with immediate gratification. Real estate and taxes are complicated. Securities and the markets in which they trade are mostly intangible. Despite the barriers, you can teach your adult children…

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The New Year Brings New Opportunities to Fulfill My Mission (APA)

By Cary Stamp | January 9, 2019

Each year at this time, I reflect on the year past and create my vision for the next revolution around the sun. Usually, I am having this conversation with myself at the conclusion of our year-end travels and I have some quiet time to think. This year, I am doing my thinking in Lima, Peru.…

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