StampNotes

Blog, Commentary, And News

Saving for Family Education Expenses with Tax-Advantaged 529 Plans

By Cary Stamp \ June 3, 2020
What-is-529-plan

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.   TRANSCRIPT: I’m Cary Stamp, and this is a Principled…

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Managing Investments During Recessions and Market Declines

By Cary Stamp \ May 19, 2020
Investing-During-a-Recession

Cary Stamp, leading financial advisor based in Jupiter, FL, shares his view on how individuals and families should approach investment management during recessions and market declines.     TRANSCRIPT: Hi, I’m Cary Stamp. I’ve gotten a lot of questions lately about what’s going on in the markets and what’s happening in the US economy. And…

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Think: Time in the Market, not Timing the Market

By Cary Stamp \ May 18, 2020
Timing-the-Market-Cary-Stamp

Leading financial advisor Cary Stamp comments briefly on why timing the stock market is so difficult, and why letting assets grow long-term (“time in the market”) is the path to wealth creation.   TRANSCRIPT: Hi, I’m Cary Stamp, and this is a Principled Wealth Moment. I’d like to talk today about the subject of market…

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Beneficial CARES Act Provisions for 401k and IRA Accounts

By Cary Stamp \ May 6, 2020
CARES-Act-Provisions-for-401k-IRA-Accounts

Cary Stamp, leading financial advisor based in Jupiter, FL, provides an update on beneficial CARES Act provisions for retirement accounts—including IRAs and 401(k)s—to help with the financial challenges of the COVID-19 crisis.      TRANSCRIPT: Hi, I’m Cary Stamp. This is a Principled Wealth Moment. I would like to share with you some updates…

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Client Market Update – May 2020

By Cary Stamp \ May 4, 2020
Cary-Stamp-Market-Update-Financial-Advisor-Jupiter-Florida

Leading financial advisor Cary Stamp delivers his Market Update for early May 2020. He shares some thoughts from Scott Minerd of Guggenheim Partners, as well as his own view of proper risk management within the new normal of market volatility.     TRANSCRIPT: Hi. Most of you know that I’m Cary Stamp and I’m a…

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How To Do the Back Door Roth IRA

By Cary Stamp \ April 17, 2020

Cary Stamp, leading financial advisor based in Jupiter, FL, offers a quick description of the Back Door Roth IRA strategy, which is the method for contributing to a Roth IRA even if you earn too much income.     TRANSCRIPT: I’m Cary Stamp and this is a Principled Wealth Moment, and today I’m going to…

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A Time for Gratitude and Patience

By Cary Stamp \ April 4, 2020
Weathering-the-Coronavirus-Crisis-and-Market-Decline

Leading financial advisor Cary Stamp puts the Coronavirus crisis and market decline into perspective, discussing the need for patience and gratitude in getting to the other side.   TRANSCRIPT: Hi, I’m Cary Stamp. This is a Principled Wealth Moment. I wanted to address one more time what’s going on during the Coronavirus lockdown. As we…

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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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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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