How to Plan and Invest in a Rising Interest Rate Environment
At Centura, we are dedicated to our role as stewards in leading our clients to purposeful financial planning and investing strategies to ensure their success.
The Importance of Systems and Processes in Financial Management
Financial management is a process by which an individual or an organization organizes and enhances its financial situation through strategies such as investment management, retirement planning and tax planning.
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 Centura Supports Goals-Based Investing
In today’s world, the amount of information an individual has access to is endless. With that being said, it can be challenging to navigate the world of wealth management. With ever-changing market cycles and fluctuations, it’s important to understand your financial goals and how they will guide your portfolio.
Keys to a Successful M&A
A merger or acquisition (M&A) can have a huge impact on your business, regardless of if you are the seller or the buyer. Mergers and acquisitions can offer business owners the opportunity to create more value for their business, expanding beyond what they could do alone. The process of merging or acquiring a company, however, can be a lengthy, complicated process.
Estate Tax: What to Expect from Upcoming Changes
Estate Tax is a tax on your right to transfer property at your death. When our first article was written, there were very few taxpayers that encountered the Estate Tax because the exemption level was at an all-time high.