StampNotes

BLOG, COMMENTARY, AND NEWS

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…

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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.…

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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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Long-term-Wealth-Creation

Taking Advantage of Opportunities for Long-Term Wealth Creation

By Cary Stamp | March 18, 2020

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.     SCHEDULE A CONSULTATION: 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]…

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Investment-Strategies-for-Down-Market

3 Investment Management Strategies for a Down Market

By Cary Stamp | March 14, 2020

Leading financial advisor Cary Stamp offers three potentially profitable investment strategies for market declines.       SCHEDULE A CONSULTATION:   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…

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Sustainable-ESG Investing

The Power of Now — A More Fulfilling Approach to Planned Giving

By Josh Weller | March 11, 2020

Highly-Rated Sustainable-ESG Assets Offer the Comfort of Having a Constant Positive Impact. The purpose of creating a Planned Giving strategy at any level of wealth is to formalize, in a tax-efficient manner, your desire to give back to the entities and causes that are close to your heart. It’s a noble process that has positive…

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Cary-Stamp-Community-Service-Giving-Back

The Importance of Making a Difference in Your Community

By Cary Stamp | March 4, 2020

Cary Stamp, leading financial advisor in Jupiter, FL, shares his perspective on making a difference in the world by giving back to local community organizations.       SCHEDULE A CONSULTATION:   TRANSCRIPT: I grew up in Iowa and growing up in Iowa was pretty average. I went to a public school, I got pretty…

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Personal-Budgeting-Cash-Flow-Planning

Budgeting 101 – The Key Steps in Personal Budgeting and Cash Flow Planning

By Andrew Trammell | March 4, 2020

If you’re like most people, personal budgeting is very similar to starting a diet. Like a diet, people on a new budget say to themselves “I’m spending too much money, I need to cut back.” But instead of analyzing their prior spending, they usually decide to simply reduce spending on things such as making coffee…

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Secure-Act-Tax-Credits-for-Launching-New-401k

Phenomenal Tax Credits up to $5,000 per year for Launching a New 401(k) Plan

By Cary Stamp | February 26, 2020

Leading financial advisor Cary Stamp, based in Jupiter, FL, offers an overview of the exceptional tax credits up to $5,000 per year for businesses that launch new 401k plans (made available through a Secure Act provision).     SCHEDULE A CONSULTATION:   TRANSCRIPT: Hi, I’m Cary Samp with Cary Stamp & Co., and this is…

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Diversification-and-Asset-Allocation

Asset Allocation, not Stock Picking, May Have More Impact on Your Portfolio’s Success

By Contributing Staff | February 19, 2020

Asset Allocation and Portfolio Success: 90% of an Investment Portfolio’s Returns May Result from Proper Asset Allocation, not Stock Picking A 2000 study by economists Roger Ibbotson and Paul Kaplan concluded that more than 90% of a portfolio’s long-term returns may be driven by its asset allocation. For starters, what exactly is “Strategic Asset Allocation”…

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