StampNotes

BLOG, COMMENTARY, AND NEWS

Three Strategies for Market Downturns

Turning Lemons Into Lemonade! Three Strategies to Consider During a Market Downturn.

By Cary Stamp | September 23, 2021

When the markets give you a correction, it’s time to turn lemons into lemonade. Forbes Best-In-State Financial Advisor Cary Stamp of Jupiter, FL offers three strategies that you should consider during a market downturn.   SCHEDULE A CONSULTATION:     NOTES: Converting from a traditional IRA to a Roth IRA is a taxable event. For…

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The Importance of Roth IRA Conversions in 2021

Why that Roth IRA Conversion You Were Considering May be Even More Valuable

By Cary Stamp | April 2, 2021

Current Tax Discussions in Congress May Lead to Drastic Changes in Estate Tax Exemptions that Increase the Value of a Roth IRA Conversion Strategy. For years, I’ve been stressing the benefits of Roth IRAs to our clients and their beneficiaries. In an environment of massive government spending and a constantly greater need to pay for…

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Cary Stamp Market Commentary March 2021

Cary’s Market Commentary – March 2021

By Cary Stamp | March 5, 2021

From an investment standpoint, 2020 can be considered nothing short of remarkable. The markets started the year feeling tailwinds from a strong economy and almost full employment. Of course, the reaction to the pandemic we saw in March resulted in a violent pullback that left us feeling uncertain and unsettled. The idea that we would put those losses in…

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The-Right-Life-Insurance-for-Right-Price

How Families that Need Life Insurance Get the Right Policy for the Right Price

By Cary Stamp | November 8, 2020

An Unbiased, Independent Source for the Best Life Insurance Policy at the Right Price. Many people need proper life insurance to protect their family or provide liquidity for their estate, and you have many choices. Learn why clients like having our team by their side, from Palm Beach County financial advisor Cary Stamp, CFP®.  …

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How-Are-Financial-Advisors-Paid

When You Do Better, We Do Better — How Financial Advisors are Paid.

By Cary Stamp | November 5, 2020

Cary Stamp, CFP®, Jupiter, Florida-based financial advisor, addresses a question that you should ask any financial professional that you consider working with:  How is your financial advisor paid? In the case of Cary Stamp & Co., when you do better, we do better. Our transparent fee structure mutually aligns our interests with yours. Always make…

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Roth IRA Conversion Strategy

How to Lower Your Taxes in Retirement with Roth IRA Conversions

By Cary Stamp | September 16, 2020

Leading financial advisor based in Jupiter, FL, Cary Stamp, CFP®, shares the Roth IRA conversion strategy that many people are unaware of, but can make a huge difference on taxable income in retirement. This is especially important if you’re within a few years of retirement or if you’re in that gap between the time that…

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Three-Investment-Books-That-Impacted-My-Career

Three Investment Books That Impacted My Financial Career

By Cary Stamp | June 24, 2020

Financial advisor Cary Stamp shares a brief overview of the three investing books that had a major impact on his investment management and financial advisory career.       SCHEDULE A CONSULTATION:   TRANSCRIPT: I’m Cary Stamp with Cary Stamp & Company, Principled Wealth Advisors. I want to share with you three books that have…

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Recovering-From-Financial-Adversity

My Personal Secret and How It Can Help You Financially

By Cary Stamp | June 24, 2020

Financial advisor Cary Stamp shares an uncomfortable secret that can help you recover from financial adversity or a mistake that you feel vulnerable or embarrassed about. Don’t be afraid to admit your mistake and seek the assistance of a financial advisor to get back on track.       SCHEDULE A CONSULTATION: TRANSCRIPT: Recovering from…

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Secure-Act-Stretch-IRA-Elimination

A Great Solution After The Secure Act’s Elimination of the “Stretch IRA”

By Cary Stamp | June 5, 2020

The Secure Act eliminated the Stretch IRA option for beneficiaries to distribute inherited IRAs over their lifetimes. Now there’s a 10-year distribution maximum. If you’re close to retirement, have a lot of money in retirement plans, and want to maximize assets passed on to beneficiaries when you’re no longer here, there’s a great solution.  …

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What-is-529-plan

Saving for Family Education Expenses with Tax-Advantaged 529 Plans

By Cary Stamp | June 3, 2020

Financial advisor Cary Stamp, based in Jupiter, FL, discusses the ability to maximize savings for family education expenses while reducing your income taxes, using 529 Plans. Tax-free distributions from these plans can be used for elementary and secondary private school, and undergrad and graduate college.   SCHEDULE A CONSULTATION: TRANSCRIPT: I’m Cary Stamp, and this…

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