StampNotes

BLOG, COMMENTARY, AND NEWS

Buy-Sell Agreements: What Every Business Owner Should Know

By Contributing Staff | August 15, 2019

As a business owner, your focus is on daily operations and growing the business. Consequently it can be difficult to carve out time to consider long-term issues and contingency planning such as ensuring the continuity of the business should anything happen to you or a partner. For most business owners, such planning requires establishing a…

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Answers to FAQs About Sustainable/ESG Investing

By Josh Weller | August 15, 2019

Does Sustainable Investing require accepting lower returns? This is a myth. Performance tracking against benchmarks suggests that investors who are in alignment with their values and beliefs are now achieving competitive or better returns than traditional (depending on the specific investment). Keep in mind that ESG data is now available on every large cap stock…

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Protect Your Business with Key Man Life Insurance and Deferred Compensation Plans

By Cary Stamp | August 14, 2019

  TRANSCRIPT: I’d like to discuss how providing for your employees can be great for your company. I like to talk with our business owner clients about what would happen to your business if for some reason one of your key employees died or became disabled. And unfortunately, this touches all too close to home.…

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Answers to FAQs About Sustainable/ESG Investing

By Josh Weller | August 13, 2019

There are a number of terms used for Sustainable Investing. How are they different? There’s no question:  the four terms which have been used interchangeably for Sustainable Investing warrant clarification: Socially Responsible Investing (SRI) Impact Investing ESG Investing (Environmental-Social-Governance) Sustainable Investing Socially Responsible Investing (SRI) was the original label established decades ago and was a…

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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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Your Financial Advisor Should Be Collaborating with Your Accountant and Estate Attorney

By Cary Stamp | July 18, 2019

If you have somebody who understands the big picture and is bringing your financial/accounting/legal advisors together, you will achieve far better outcomes for your family’s financial and estate planning. TRANSCRIPT: Today’s subject is the concept of collaboration. I firmly believe that as a financial advisor and CERTIFIED FINANCIAL PLANNER that I should be in contact…

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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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What is Sustainable/ESG Investing, and How It Differs from “Socially Responsible Investing” of the Past

By Josh Weller | July 12, 2019

“Sustainable Investing aims to identify companies that offer potential for strong financial returns while also demonstrating a commitment to sustainable business practices and positive impact. Sustainability is typically evaluated through analysis of environmental, social, and governance (ESG) policies, practices, and performance.” * Excerpt, Putnam Investments, “What is sustainable investing?”  Decades ago, I lived in a…

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Crypto-Currency, the Blockchain and Your Portfolio

By Cary Stamp | March 25, 2019

I am attending the Barron’s Independent Summit in Salt Lake City for the next few days. Ric Edelman, a well-regarded advisory firm founder, author and entrepreneur has assembled a group of experts to discuss the future of digital currencies. I admit that I have been a skeptic, so I wanted to understand what the proponents…

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Why You Should Talk to Your Kids About Your Wealth

By Cary Stamp | March 15, 2019

If you were born during the baby-boom generation, then it is not very likely that your parents shared information with you about their finances. Perhaps, in their final years or when one parent passed away, they might ask for help but the prior generation was fairly tight-lipped about money. That generation lived through the depression,…

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