StampNotes

Blog, Commentary, And News

Reduce Healthcare Costs and Save For Retirement in One Mighty Little Health Savings Account

By Josh Weller \ August 23, 2022
Reduce-Healthcare-Costs-Heath-Savings-Account

Here’s one financial decision you will not regret:  enrolling in a Health Savings Account (HSA) at work to reduce your healthcare costs. Learn about the triple tax-reducing power of the Health Savings Account to lower your healthcare costs, and how it can help pay for health expenses from your early career all the way through…

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A No-No for High Earners: Overlooking the Optimal Timing for Claiming Social Security

By Josh Weller \ May 3, 2022
Optimal Social Security Claiming

The maximum monthly Social Security benefits for 2022, and why the timing of claiming benefits is important for everyone. As high earners approach retirement, too many overlook the importance of claiming social security benefits at the optimal time. A number of personal reasons or assumptions are to blame for the blasé attitude. The most common…

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Should Nuclear Energy Have a Place in Sustainable Investing?

By Josh Weller \ March 21, 2022
Nuclear-Energy-Climate-Solution

With Nuclear Energy’s Potential Contribution to the Net Zero Climate Change Solution, Is It Time to Start Asking the ESG Question? by Josh Weller, AIF® RICP® At the time of the largest nuclear accident in U.S. history, I lived 81.4 miles northeast of Londonderry Township, PA, the site of the infamous event at Three Mile…

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Donor Advised Fund Advantages vs Private Foundations

By Josh Weller \ March 3, 2022
Donor-Advised-Fund-Advantages

Surprisingly, Donor Advised Funds and Foundations Don’t Really Have Much in Common Other Than Philanthropic Impact. The two most popular charitable vehicles for donors who possess considerable assets are the Donor Advised Fund and Private Foundation. The two have obvious differences and the contrast leads to a clear choice for most donors. A donor-advised fund…

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A Mutual Fund Insider’s View of ESG Stock Analysis

By Josh Weller \ August 16, 2021

A brief conversation with financial advisor and ESG specialist Josh Weller, AIF® and Jordan Tucker of Impax Asset Management Jordan Tucker of Impax Asset Management and PAX funds joins Josh Weller AIF® for a topical discussion about how Impax and PAX World Funds evaluate equities for inclusion in ESG funds. This is a subject of…

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

By Josh Weller \ 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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The Power and Flexibility of the Roth IRA

By Josh Weller \ 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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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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Debunking the Big Myth About Sustainable/ESG Investing

By Josh Weller \ 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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Launch a Legacy of Tax-Efficient Giving with a Donor Advised Fund

By Josh Weller \ 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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