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) …
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 …
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 …
Selling a business is a complex process. You need to tackle several types of taxes. You need to effectively invest the proceeds. Finally, you also need to overcome the emotions of letting go of your business. In this episode, Kyle Malmstrom interviews Doug Pate, a client of Centura Wealth Advisory (Centura) who recently sold his …
Given the current market gyrations, we are often asked by clients, “What are we doing to manage risk? And how does it impact our portfolios?” In this episode, Roby Kotcamp, Senior Wealth Advisor, and Chris Osmond, Chief Investment Officer, discuss Centura Wealth Advisory’s approach to risk management. They also explore strategies to achieve greater risk-adjusted …
Aubrey Serfling and Lori Long have worked with Centura Wealth Advisory (Centura) as clients for over eight years now. Despite being retired executives today, they continue to work on their charitable endeavors. In this episode, Derek Myron interviews Aubrey and Lori about their client experience at Centura. They share insights into their wealth management journey …
Real estate investors often use a 1031 exchange to defer taxes. However, a direct 1031 exchange is not possible if you want to transfer your real estate investment into publicly traded REIT shares. In this episode, Sean Clark, Director of Financial Planning, and Mark Kenny, Advanced Planner, discuss alternative tax deferral strategies using UPREITs and …
Both equity and bond markets have experienced a significant downturn in recent months. Will they bounce back up? Or will they continue to plummet? No one knows. Amidst this uncertainty, structured notes can be a valuable addition to your portfolio. In this episode, Sean Clark, Director of Financial Planning, and David Cariani, Vice President, discuss …
After her father passed away in 1994, Marilyn Daniels was suddenly thrust into managing a large pool of assets and forced to make several key financial decisions. In 2004 she joined Centura Wealth Advisory (Centura) as a client. In this episode, Derek Myron interviews Marilyn about her client experience at Centura and how her financial …
As the Federal Reserve continues on its path of quantitative tightening, inflation and rising interest rates are a concern for many investors. In this episode, Chris Osmond speaks with Christopher Long, Chairman, CEO, and Founder of Palmer Square Capital Management LLC. They talk about current opportunities in private credit and how it helps investors hedge …