With any administration change, you are bound to see changes that affect your business or financial plan, we call it Legislative Risk. With change comes opportunity. And with risk we see potential.
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
