Historically, many Americans have been quite charitably inclined.
If you are one of them, your philanthropic efforts can be optimized with Charitable Remainder Trusts (CRTs) that help you minimize your taxes when donating to your favorite organizations.
In this episode, Derek Myron and Kyle Malmstrom explain the benefits and risks of Charitable Remainder Trusts (CRTs) and why they are starting to regain their relevance in the current environment.
Derek and Kyle discuss:
How to determine if CRTs are ideal for your family
The different types of Charitable Remainder Trusts — and how to plan for them
How payout rates and duration impact your charitable planning
The types of investments that might work best within CRTs
Chuck and Mary Ann Cox became clients of Derek Myron, Managing Director of Centura Wealth Advisory (Centura), in 2004. After 18 years of wealth management and financial planning, Derek continues to serve Chuck today (unfortunately, Mary Ann passed away in 2018).
In this episode, Derek Myron interviews Chuck Cox, a retired executive, about his client experience at Centura. Chuck provides insights into the wealth management approach adopted by Centura and how it has improved his financial well-being over the years.
Chuck discusses:
The challenges he and Mary Ann faced while managing wealth on their own
How Centura advisors helped him in estate planning, tax planning and balance sheet optimization
How alternative investments contributed to his financial goals
Why he was able to assist in his daughter’s business without taking a hit on his own financial position
The presented testimonial is from a current Centura client and is for informational purposes only. The statements provided should not be considered as a representation of all client experiences, which may differ substantially.
Opportunities in Private Equity With Jeremy Held of Bow River Capital (Ep. 63)
The recent market and economic downturn, combined with high inflation and looming interest rates, are forcing investors to consider alternative asset classes.
One such alternative asset class is private equity, which has become highly accessible to individual investors today.
In this episode, Chris Osmond, CFA, CAIA®, CFP®, speaks with Jeremy Held, Managing Director at Bow River Capital, about the benefits of including private equity in your portfolio.
Jeremy discusses:
How private equity differs from public equity
Why access to private equity is no longer limited to institutional investors
How the Bow River Evergreen Fund dispels common myths related to evergreen funds
The current and future scope of private equity
Centura Wealth Advisory’s comprehensive due diligence process
Jeremy Held, CFA, is responsible for Bow River Capital’s registered asset management business including investment oversight, research and product development. Prior to joining Bow River Capital in 2019, Jeremy was the Director of Research and Chief Investment Officer (CIO) at ALPS Advisors, a Denver-based asset manager that specializes in registered fund vehicles focused on real assets and alternative investments. Jeremy began his career at ALPS in 1996 and helped lead a variety of business initiatives over two decades, including the launch of the firm’s asset management business in 2007. As CIO, Jeremy was responsible for manager selection and oversight and was ultimately responsible for all aspects of the ALPS Advisors business, overseeing 44 registered investment companies and more than $20 billion in assets.
Jeremy graduated from the University of Colorado with a degree in International Business. He is a CFA® charter holder and a member of the CFA Society of Denver. Jeremy is on the board of Principal Real Estate Income Fund and Habitat for Humanity of Metro Denver.
