Investing in the stock market can be an exciting and rewarding experience, but it can also be unpredictable and risky. One way to mitigate risk is to have a diversified portfolio, which means investing in a variety of different assets to spread out risk.
Our tax system has two critical components that impact the transfer of wealth from one generation to the next: gift tax and estate tax.
As a financial planner or wealth advisor, you know planning the future of the firm is essential for long-term success.
In the current risky environment –with inflation and interest rates on the rise– we are often asked by clients, “How do we manage risk? How will these changes impact our portfolios? Why are these changes happening?" At Centura, we use alternative investments and believe in taking an institutional approach to our asset allocation. In this challenging market, we guide our clients towards alternative investments such as private real estate, private equity and private credit.
For many, real estate investing plays a significant role in achieving personal financial goals—and can be a crucial component of one's long-term financial strategies. This considered, real estate is likely a factor you’ve considered when developing your financial plan. So, how might real estate fit into your financial plan? Let’s discuss.