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Latest From Our Blog

How Does Centura Wealth Create Energy? Thumbnail

How Does Centura Wealth Create Energy?

At Centura Wealth Advisory, we believe in providing our clients with full transparency. In an effort to display this value, we’ve decided to give you a little insight into who our team is. Recently, Centura Wealth has dedicated time to improve its employees’ lives outside of work through encouraging journaling, meditation, appreciation for others, and so on. Hear from our very own Centura Wealth employees about how these practices create energy in the workplace!

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Should You Consider Adding Structured Notes to Your Portfolio? Thumbnail

Should You Consider Adding Structured Notes to Your Portfolio?

Professionals have compared structured notes to the innovative mindset behind mutual funds—with the main draw being zero interest rates. In the past, structured notes were a high-risk, high-return investment that only very wealthy investors could get involved in. Recently, however, the transition to using more technology for investing has opened the door for more individuals and families to invest using structured notes.

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Capital Market Projections & Monte Carlo – Part 2 in series Thumbnail

Capital Market Projections & Monte Carlo – Part 2 in series

Sophisticated projections are critical to crafting a well-designed financial plan and capital market projections are one of many key inputs that play a vital role in doing that. At Centura Wealth Advisory, we pair forward looking capital market projections with the Monte Carlo Method to estimate: Probability of a client running out of money before their “end of plan” (i.e., death) Most likely “end of plan” value (e.g., wealth transfer, charitable giving purposes) Optimal asset allocation strategy for a given plan

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