Strategies For Managing a Concentrated Stock Position
At Centura, we are dedicated to providing superior risk-adjusted returns and employing passive, active, and alternative investment strategies in our portfolio designs for our clients.
How Do You Calculate Your Net Worth?
Net worth goes beyond searching for your favorite artists, musicians, and authors on Google to see how financially liberated they are. Hypothetically speaking, any individual could calculate their own net worth by counting their assets, debts, and liabilities.
Your Retirement Checklist: Elements to Consider
At Centura Wealth Advisory, stewardship is at the core of everything we do. We believe in partnering with our clients to liberate their wealth management process. Part of our role as stewards is walking our clients through the entire financial planning process, from the present day to the coming years.
Who Am I Missing on My Team to Sell My Business?
As you start thinking about the process of selling your business, compare this process to a game of baseball. Where do all pick-up baseball games start? With picking your team. So, captain, who’s your first pick?
Four Methods for a Successful Succession Planning Strategy
The general lifecycle of a business typically follows a few different stages. These stages include start-up, development and establishment, and finally maturity. As a business owner, once you’ve reached the maturity stage of your business, you are likely considering what the future of your company holds. What will happen to your company when you retire?
What is the Relationship Between an Accountant and a Financial Advisor?
As you look to achieve your financial goals, you may be considering working with a financial advisor or an accountant. Depending on your financial needs and goals, you may need both. So, what is the difference between the two, and when do you need to enlist the help of each?
