StampNotes

BLOG, COMMENTARY, AND NEWS

Marching Into A Season Of Giving!

By Shay Diaz | April 27, 2021

This March, through our program Cary Stamp Cares, we were fortunate enough to be a part of three fantastic charity events. On March 3rd, a few lucky members of our office were able to attend the 2nd annual Golf and Give, an event created by the group Suits for Seniors. This group, headed by founder…

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The Importance of Roth IRA Conversions in 2021

Why that Roth IRA Conversion You Were Considering May be Even More Valuable

By Cary Stamp | April 2, 2021

Current Tax Discussions in Congress May Lead to Drastic Changes in Estate Tax Exemptions that Increase the Value of a Roth IRA Conversion Strategy. For years, I’ve been stressing the benefits of Roth IRAs to our clients and their beneficiaries. In an environment of massive government spending and a constantly greater need to pay for…

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Pension Election Decision

A Little-Known Strategy for Maximizing Your Pension

By Andrew Trammell | April 2, 2021

This Pension Maximization Strategy is Worth Considering for a Possible Best Pension Payout with Highest Household Return, Over Time. For those approaching retirement who have pension plans, you will soon be faced with what can be a daunting decision that is usually irreversible. If your pension plan is like most plans, you will be given…

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Cary Stamp Market Commentary March 2021

Cary’s Market Commentary – March 2021

By Cary Stamp | March 5, 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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Cary-Stamp-Best-In-State-Wealth-Advisor

Cary Stamp, Founder of Cary Stamp & Co. , Named on Forbes Best-In-State Wealth Advisors List for 2021

By Contributing Staff | February 24, 2021

Stamp joins the Forbes Best-In-State list spotlighting the top regional financial advisors throughout the country. Cary Stamp & Co., a provider of financial advisory services based Palm Beach County, FL, announced that founder Cary Stamp has been named on Forbes Best-In-State Wealth Advisors for 2021 list for South Florida. The list is published online at: https://www.forbes.com/best-in-state-wealth-advisors. According to Forbes, a leading…

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Social Security Benefits Maximization

A Case Study in Receiving the Maximum Social Security Benefits

By Andrew Trammell | February 1, 2021

John and Jane Smith, married in their late 60s, approached us for advice on how to receive the maximum social security benefits. Jane had gone through the process of claiming Social Security six months prior to contacting us at her “full retirement age” of 67. Husband John was still working, and they wanted our advice…

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ESG-in-401k-Plans

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

By Josh Weller | December 16, 2020

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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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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Cary-Stamp-Recognized-Nationally-for-Philanthropic-Work

Cary Stamp Recognized by National Charitable Foundation for Philanthropic Work

By Contributing Staff | November 12, 2020

Cary is one of four Commonwealth Financial advisors in U.S. to be recognized nationally by the Invest in Others Charitable Foundation.   The Edna W. Runner Tutorial Center in West Jupiter, FL helps at-risk students pursue academic and personal excellence. For more than eight years, Cary Stamp, AIF®, CFP®, has been a member of the Board…

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The-Right-Life-Insurance-for-Right-Price

How Families that Need Life Insurance Get the Right Policy for the Right Price

By Cary Stamp | November 8, 2020

An Unbiased, Independent Source for the Best Life Insurance Policy at the Right Price. Many people need proper life insurance to protect their family or provide liquidity for their estate, and you have many choices. Learn why clients like having our team by their side, from Palm Beach County financial advisor Cary Stamp, CFP®.  …

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