Tag: Risk Management
How To Earn Greater Returns in a Risky Environment (Ep. 61)

How To Earn Greater Returns in a Risky Environment (Ep. 61)

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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 returns.

Roby and Chris discuss:

  • A brief overview of the Fed’s recent actions — and their market implications
  • Why cash flow is more important than the rate of return
  • How private real estate, private equity, and private credit can be a useful addition to your portfolio
  • The benefits of structured notes in risk management
  • And more

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Episode 28 – Finding the Right Insurance P&C Coverage for Your Business –– With Pamela Holden of Alliant Insurance Services

Episode 28 – Finding the Right Insurance P&C Coverage for Your Business –– With Pamela Holden of Alliant Insurance Services

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Insurance is a necessary risk management tool, but many business owners struggle with finding the right coverage, carrier, and riders, to meet their unique business.  But when a claim happens, who is on your side to navigate the complex and often misunderstood claims process?

In this episode, Jonathan Freeman is joined by Pamela Holden, Vice President at Alliant Insurance Services. With experience in law, accounting, and insurance, Pamela shares her expert insights on effective risk management strategies to help business owners get the best coverage for their needs.

You will learn:

  • How failing to focus on small details can cost you millions of dollars
  • Why you, as a business owner, should talk directly to the underwriters about your insurance needs
  • Why you should verify that brokers have a variety of subject matter experts on their team
  • Business risks posed by COVID-19 and ways to deal with them
  • And more!

Tune in now to discover best practices to minimize your business risk through insurance!

Resources: Centura Wealth Advisory | Jonathan Freeman on LinkedIn | Pamela Holden on LinkedIn | Contact Pamela: (858) 692-6945 | Email: pam.holden@alliant.com | Alliant Insurance Services, Inc. | Live Life Liberated, Episode 12 – Manage Business Risk with Potential for Financial Upside – With Guest Mark Sims of Captive Alternatives

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