StampNotes

BLOG, COMMENTARY, AND NEWS

Andrew-Trammell-CFP-certification

Financial paraplanner, Andrew Trammell, earns CFP® certification.

By Contributing Staff | November 19, 2020

Cary Stamp & Co. Staff Continues to Add Professional Credentials and Designations. Cary Stamp & Co., Principled Financial Advisors in Tequesta, FL, proudly announces that Andrew Trammell, MSFP, CFP®, has passed all educational, professional experience, and examination requirements for the CERTIFIED FINANCIAL PLANNER™ Professional certification. “Andrew is a talented guy who is a tremendous asset…

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CARES-Act-Provisions-for-401k-IRA-Accounts

Beneficial CARES Act Provisions for 401k and IRA Accounts

By Cary Stamp | May 6, 2020

Cary Stamp, leading financial advisor based in Jupiter, FL, provides an update on beneficial CARES Act provisions for retirement accounts—including IRAs and 401(k)s—to help with the financial challenges of the COVID-19 crisis.        SCHEDULE A CONSULTATION:   TRANSCRIPT: Hi, I’m Cary Stamp. This is a Principled Wealth Moment. I would like to…

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Coronavirus-Covid19-Florida-Update

Summary of State & Federal Financial Responses to COVID-19 Crisis

By Contributing Staff | March 29, 2020

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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Thanksgiving is About Family

By Cary Stamp | November 18, 2019

We established a tradition that ensures we enjoy both sides of our family at Thanksgiving.  A few years ago, I began a tradition with my family of celebrating Thanksgiving two to three weeks before the actual holiday. This wasn’t an original idea, as another family that I knew also had been participating in this tradition…

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MEET THE TEAM:
Liz Bradley
Executive Assistant

By Julie Weinberg | November 4, 2019

Calendars, Antiques, and Loved Ones Anyone who’s trying to get in touch with Cary Stamp knows all roads go through Liz Bradley. Liz has been Cary’s executive assistant for more than two years and is charged with managing his schedule. “His calendar is demanding,” she said, noting the challenge of “dealing with different time zones”…

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MEET THE TEAM:
Patrick Thompson
Chief Operating Officer

By Josh Weller | 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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Financial Advisor Rob Taylor

Rob Taylor, CFP® CLU® Accepted into Leadership Palm Beach County Engage Program

By Josh Weller | July 20, 2019

Taylor one of 56 professionals selected for esteemed program *** OFFICIAL RELEASE *** (WEST PALM BEACH, FL) July 20, 2019 – Financial advisor Rob Taylor, CFP®, CLU®, of Cary Stamp & Co. has been accepted into the 2019-20 Leadership Palm Beach County (LPBC) Engage program. The Leadership Engage program is a highly competitive 10-month program which…

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Cary’s Mid-Year Report & Outlook

By Cary Stamp | July 13, 2019

My mission is to help successful families live lives of abundance, possibility, and adventure.   The first half of 2019 has been fantastic for CS&C, my family, and the clients we serve. I was fortunate to begin the year with an overdue trip to Machu Picchu with my father. In May, Sharon and I spent…

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