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…

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…

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.     SCHEDULE A CONSULTATION:   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…

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.   SCHEDULE A CONSULTATION:   TRANSCRIPT: Hi, I’m Cary Stamp, and this is a Principled Wealth Moment. I’d like to talk today about…

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.     SCHEDULE A CONSULTATION: TRANSCRIPT: Hi. Most of you know that I’m Cary Stamp…

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…

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…

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”…