StampNotes

BLOG, COMMENTARY, AND NEWS

What-is-529-plan

Saving for Family Education Expenses with Tax-Advantaged 529 Plans

By Cary Stamp | June 3, 2020

Financial advisor Cary Stamp, based in Jupiter, FL, discusses the ability to maximize savings for family education expenses while reducing your income taxes, using 529 Plans. Tax-free distributions from these plans can be used for elementary and secondary private school, and undergrad and graduate college.      SCHEDULE A CONSULTATION: TRANSCRIPT: I’m Cary Stamp,…

Read More
Investing-During-a-Recession

Managing Investments During Recessions and Market Declines

By Cary Stamp | May 19, 2020

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…

Read More
Timing-the-Market-Cary-Stamp

Think: Time in the Market, not Timing the Market

By Cary Stamp | May 18, 2020

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…

Read More
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…

Read More
Cary-Stamp-Market-Update-Financial-Advisor-Jupiter-Florida

Client Market Update – May 2020

By Cary Stamp | May 4, 2020

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…

Read More

How To Do the Back Door Roth IRA

By Cary Stamp | April 17, 2020

Cary Stamp, leading financial advisor based in Jupiter, FL, offers a quick description of the Back Door Roth IRA strategy, which is the method for contributing to a Roth IRA even if you earn too much income.     SCHEDULE A CONSULTATION: TRANSCRIPT: I’m Cary Stamp and this is a Principled Wealth Moment, and today…

Read More
Weathering-the-Coronavirus-Crisis-and-Market-Decline

A Time for Gratitude and Patience

By Cary Stamp | April 4, 2020

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…

Read More
Asset-Planning-for-Retirement

How Much Do You Need to Retire?

By Andrew Trammell | April 2, 2020

One of the most frequent questions we hear from clients is, “How much do we need to save for retirement?” While this question seems straightforward, knowing the right asset level for your needs can be challenging and requires a process. Most financial advisors use one of several methods to determine retirement goals for clients. To…

Read More
How-Much-Life-Insurance-Do-You-Need?

How Much Life Insurance Do You Need?

By Cary Stamp | March 29, 2020

Cary Stamp, leading financial advisor based in Jupiter, FL, provides perspective on the proper amount of life insurance and the question of whether your beneficiaries would need to use the principal of life insurance proceeds for living expenses.     SCHEDULE A CONSULTATION: TRANSCRIPT: Hi, I’m Cary Stamp, and this is a Principled Wealth Moment.…

Read More
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…

Read More