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 you

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 se

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 priva

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 b

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

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

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

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 not

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 Adv

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 Lon