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 …
We started working with Tina Daniels’ family nearly 18 years ago for her grandmother’s estate. Then, we worked on her parents’ estate. As of today, we have been helping Tina manage her wealth for nearly 15 years. In this episode, Derek Myron interviews Tina, the Managing Director of Agency & Brand Measurement Analytics at Google. …
With inflation reaching 40-year highs, investors are eager to find investments to hedge against the decreasing value of their money. In this episode, Chris Osmond speaks with Paul Kaseburg, Chief Investment Officer of MG Properties, about investment opportunities in the multifamily real estate market and how they help you cope with rising inflation rates. Paul …
Recently, we had a great addition to our team! In January 2022, Seth Meisler, CFA, CFP®, CPA/PFS, MBA, joined Centura Wealth Advisory as a Senior Wealth Advisor, bringing in 15 years of experience as a financial advisor and Chief Investment Officer. In this episode, Jonathan Freeman, Chief Operating Officer, interviews Seth about his personal and …
Interest rates have been considerably lower than inflation for several months now. However, we have started experiencing a rise in interest rates. During this transition period, as interest and inflation rates adjust over time, how can you strive for better risk-adjusted returns? Sean Clark, Director of Financial Planning, and David Cariani, Vice President, answer this …
One of the goals of this podcast is to help you understand what it’s like to work with Centura Wealth Advisory before you even become a client. And who better to talk about the client experience than one of our current clients? In this episode, Roby Kotcamp interviews our client David Pann, who has held …
Are you looking for lucrative real estate opportunities in Southern California? If yes, then this episode is for you. In this episode, Derek Myron speaks with Eric Northbrook, Managing Director of Voit Real Estate Services’ San Diego and Carlsbad offices. Eric shares insights on the current commercial real estate landscape in Southern California, along with …