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Weathering-the-Coronavirus-Crisis-and-Market-Decline

A Time for Gratitude and Patience

By Cary Stamp | April 4, 2020

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.   SCHEDULE A CONSULTATION: 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…

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Long-term-Wealth-Creation

Taking Advantage of Opportunities for Long-Term Wealth Creation

By Cary Stamp | March 18, 2020

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.     SCHEDULE A CONSULTATION: 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]…

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Investment-Strategies-for-Down-Market

3 Investment Management Strategies for a Down Market

By Cary Stamp | March 14, 2020

Leading financial advisor Cary Stamp offers three potentially profitable investment strategies for market declines.       SCHEDULE A CONSULTATION:   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…

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Diversification-and-Asset-Allocation

Asset Allocation, not Stock Picking, May Have More Impact on Your Portfolio’s Success

By Brian Sirota | February 19, 2020

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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