StampNotes

Blog, Commentary, And News

Turning Lemons Into Lemonade! Three Strategies to Consider During a Market Downturn.

By Cary Stamp \ September 23, 2021

When the markets give you a correction, it’s time to turn lemons into lemonade. Forbes Best-In-State Financial Advisor Cary Stamp of Jupiter, FL offers three strategies that you should consider during a market downturn.   NOTES: Converting from a traditional IRA to a Roth IRA is a taxable event. For a comprehensive review of your…

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Cary’s Market Commentary – March 2021

By Cary Stamp \ March 5, 2021
Cary Stamp Market Commentary March 2021

From an investment standpoint, 2020 can be considered nothing short of remarkable. The markets started the year feeling tailwinds from a strong economy and almost full employment. Of course, the reaction to the pandemic we saw in March resulted in a violent pullback that left us feeling uncertain and unsettled. The idea that we would put those losses in…

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Three Investment Books That Impacted My Financial Career

By Cary Stamp \ June 24, 2020
Three-Investment-Books-That-Impacted-My-Career

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.       TRANSCRIPT: I’m Cary Stamp with Cary Stamp & Company, Principled Wealth Advisors. I want to share with you three books that have had a major impact…

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My Personal Secret and How It Can Help You Financially

By Cary Stamp \ June 24, 2020
Recovering-From-Financial-Adversity

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.       TRANSCRIPT: Recovering from Financial Adversity My…

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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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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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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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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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