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Given the current market gyrations, we are often asked by clients, “What are we doing to manage risk? And how does it impact our portfolios?”
In this episode, Roby Kotcamp, Senior Wealth Advisor, and Chris Osmond, Chief Investment Officer, discuss Centura Wealth Advisory’s approach to risk management. They also explore strategies to achieve greater risk-adjusted returns.
Roby and Chris discuss:
- A brief overview of the Fed’s recent actions — and their market implications
- Why cash flow is more important than the rate of return
- How private real estate, private equity, and private credit can be a useful addition to your portfolio
- The benefits of structured notes in risk management
- And more
Related: Effective Tax Deferral Strategies for Real Estate Investors