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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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Jupiter-FL-Financial-Advisor

Maximize Your Pension with a Huge Lump Sum Passed on to Beneficiaries

By Cary Stamp | February 6, 2020

Jupiter, FL financial advisor Cary Stamp briefly outlines an innovative Pension Maximization strategy that can add a huge lump sum to the assets you pass on to beneficiaries. SCHEDULE A CONSULTATION:   TRANSCRIPT: I am Cary Stamp with Cary Stamp and Company. This is a Principled Wealth Moment. And if you’re somebody that has a…

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Solo-or-Individual-401k

How to Maximize Contributions and Tax Deductions to a Solo 401(k)

By Cary Stamp | January 29, 2020

Leading financial advisor Cary Stamp provides a quick lesson on how entrepreneurs such as attorneys and real estate agents with 1099 income can maximize contributions to what’s known as a Solo or Individual 401(k).   SCHEDULE A CONSULTATION:   TRANSCRIPT: I’m Cary Stamp and this is a Principled Wealth Moment. Today, I’m going to explain…

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