StampNotes

Blog, Commentary, And News

How to Integrate ESG and Sustainable Fund Choices into 401(k) and Other Retirement Plans

By Contributing Staff \ December 16, 2020
ESG-in-401k-Plans

Josh Weller on ESG in 401k Plans: Financial advisor Josh Weller, based in Palm Beach County, FL and specializing in Sustainable-ESG Investing, discusses the important subject of offering ESG fund choices in 401(k) plans. With the backdrop of climate change, social responsibility issues, the corporate sustainability movement, and the huge asset flow into ESG, if…

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Cary Stamp Recognized by National Charitable Foundation for Philanthropic Work

By Contributing Staff \ November 12, 2020
Cary-Stamp-Recognized-Nationally-for-Philanthropic-Work

Cary is one of four Commonwealth Financial advisors in U.S. to be recognized nationally by the Invest in Others Charitable Foundation.   The Edna W. Runner Tutorial Center in West Jupiter, FL helps at-risk students pursue academic and personal excellence. For more than eight years, Cary Stamp, AIF®, CFP®, has been a member of the Board…

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The Power and Flexibility of the Roth IRA

By Contributing Staff \ September 19, 2020
Difference-Between-Traditional-and-Roth-IRA

Josh takes a break from Sustainable Investing to describe the primary differences between the Traditional and Roth IRA. The focus is on the benefits and flexibility of the Roth IRA—possibly the most powerful retirement planning tool for most investors. TRANSCRIPT: Hey, it’s Josh Weller here. It’s Roth IRA Awareness Month at Cary Stamp & Company,…

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

By Contributing Staff \ 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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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”…

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Debunking the Big Myth About Sustainable/ESG Investing

By Contributing Staff \ January 16, 2020
Sustainable ESG Investing Performance

Today, we dispel the decades-old myth that performance must be sacrificed when investing responsibly in Sustainable/ESG assets. This myth rises again and again like Freddy Krueger in a horror movie, and, like Freddy, the myth should be laid to rest. Sustainable ESG Investing Performance Below, we share four graphs comparing the performance of broad indexes…

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Estate Planning 101: A Beginner’s Guide to Estate Planning Basics

By Contributing Staff \ December 11, 2019
Estate-Tax-Planning

An Introduction to Estate Planning Strategies Do you have a will or estate plan? Many individuals and families overlook the need for estate planning in the belief that if they don’t possess significant wealth or a complicated situation, a plan is not required. At Cary Stamp & Co., we believe every individual and family should…

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Launch a Legacy of Tax-Efficient Giving with a Donor Advised Fund

By Contributing Staff \ November 28, 2019
Donor-Advised-Funds

Considering charitable giving on a larger scale? A Donor Advised Fund is your simplest, least expensive, and most tax-efficient option. In brief, a Donor Advised Fund serves as your own tax-advantaged, donor-controlled philanthropic fund. The fund can be established easily through a broker-dealer, your financial advisor, or if you have a specific charity in mind,…

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MEET THE TEAM:
Patrick Thompson
Chief Operating Officer

By Contributing Staff \ October 16, 2019

Duty, Faith, and Family “In my teenage years, as I was heading out of the house for the evening, my Dad would say ‘Patrick, don’t forget you’re representing our family. Act accordingly.’ It was an upbringing steeped in faith and responsibility, and I’m glad it was. It seems to have turned out well.” Born in…

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