Jun 11, 2019 – Centurion Wealth Management is delighted to announce that it has been ranked as one of the top financial advisors and wealth management firms in D.C., Maryland, and Virginia (Tri-State) Area by AdvisoryHQ News Media (AHQ). The multi-award-winning team lead by partners Sterling Neblett, CEPA, CFP®, Wendy Payne, CSA, CEP® and Mark McKaig, CRPC®…
Centurion Wealth Management has been named a recipient of the WealthManagement.com 2019 Thrive Awards, honoring the nation’s fastest-growing advisors. The WealthManagement.com 2019 Thrive Awards list was compiled by measuring percentage revenue growth over the previous three years. The average revenue growth of Thrive Advisors is three times that of the overall industry. “The WealthManagement.com Thrive…
Press Release (ePRNews.com) – MCLEAN, Va. – Oct 02, 2019 – In the 2019 edition of the Northern Virginia Magazine’s Top Financial Professionals, Sterling Neblett, CEPA, CFP®, Wendy Ann Payne, CSA, CEP®, and Mark McKaig, CRPC® of Centurion Wealth Management have been honored as three of the top Financial Professionals in 2019. The Northern Virginia Magazine honorees were…
Certified Financial Planner and Founding Partner of Centurion Wealth Management, Sterling D. Neblett, listed on Forbes’ 2019 Best-in-State Next-Gen Wealth Advisors. MCLEAN, Va., Sept. 17, 2019 /PRNewswire/ — Sterling D. Neblett of Centurion Wealth Management, a leading provider of financial and wealth management solutions in Northern Virginia, has received recognition for his work he provides his clients. The founding partner…
Wednesday, Jan. 18, 2012 by By Stephen Johnson, Special to the Times-Mirror Wendy Ann Payne, who worked for many years for companies in the financial advisory field, has now launched her own business from her home in Lovettsville. She’s named her new business “Life Stage Transitions” and designed it to help change the way newly-independent…
By: Columnist Rodney Brooks Educating women about personal finance issues is personal for financial adviser Wendy Ann Payne. The issue hit home for Payne, founding partner at Centurion Wealth Management in McLean, when her uncle died unexpectedly. Her aunt and uncle were sure they had done everything right. As it turned out, that wasn’t the…
Today, unlike previous generations, there is an extensive array of financial information that steadily flows from the news media and the Internet. Almost instantaneously, you can review your own finances, ascertain your progress, and make necessary adjustments. However, do all these signs of progress really make managing your finances any easier? The fact remains that…
By: Tom Anderson, CONTRIBUTOR to Forbes Saving for retirement is stressful especially if you’re just a few years into your career. For millennials in particular, it can seem like there are far more pressing financial goals to contend with — paying off student debt, buying a home, and starting a family. Unlike other financial goals, you…
Focus on growing your business and retirement portfolio at the same time. By Rebecca Lake | U.S. News Contributor Aug. 10, 2016, at 9:00 a.m. (Original Article) In the world of millennial entrepreneurs, Mark Zuckerberg is the unofficial gold standard for achievement. At the tender age of 32, he’s leveraged Facebook’s (FB) popularity to amass a…
By Jeff Brown | Contributor for U.S. News & World Report Aug. 29, 2016, at 9:18 a.m. If stocks, bonds and mutual funds are the inner planets from Mercury through Mars, options trading is out there beyond Neptune, a dangerous place for ordinary investors. Except for writing covered calls, a comparatively safe options strategy for…
By Jeff Brown | Contributor for U.S. News & World Report Sept. 28, 2016, at 9:29 a.m. If you’re accustomed to investing in mutual funds – the ordinary open-ended variety – you probably know about closed-ended funds and exchange-traded funds. But what about unit investment trusts? Another twist on the pooled-money strategy, unit investment trusts…
Charitable Giving of Appreciated Stock: Good for Your Heart and Your 1040! An economic downturn may not seem like the best time to increase charitable giving, but at the same time, the need for funding at many nonprofits is especially acute as a result of the current economy. In addition to supporting a worthy cause,…
The Centurion Family is pleased to announce Founding Partner and Certified Senior Advisor, Wendy Ann Payne has completed the advanced course work, passed the qualifying examination and has earned the designation of Certified Estate PlannerTM, CEP®. The Certified Estate PlannerTM, CEP® credential is only awarded to professionals who meet special requirements of education, experience, knowledge,…
Investors may be surprised by capital gains distributions from their mutual funds this year. The size of the payout depends on the fund and its investment strategy. A fund that holds stocks for long periods, such as an index fund, will have fewer distributions than actively managed funds that frequently trade. Mutual fund research firm…
As seen on CNBC.com Sarah O’Brien | @sarahtgobrien Tuesday, 21 Feb 2017 | 7:58 AM ET If Wall Street pundits are on the mark with their predictions of increased market volatility coming down the pike, passively managed funds could be in for a wild ride. For investors with money in passive options such as exchange-traded…
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Today, unlike previous generations, there is an extensive array of financial information that steadily flows from the news media and the Internet. Almost instantaneously, you can review your own finances, ascertain your progress, and make necessary adjustments. However, do all these signs of progress really make managing your finances any easier? The fact remains that…
As seen on CNBC Deborah Nason | @dnason Monday, 6 Feb 2017 | 8:16 AM ET Target-date funds offer a simple way for investors to allocate investment dollars for the long run, but as with everything, the devil is in the details. Several financial advisors offered their thoughts to CNBC on the pros and cons…
Against the grain, RIAs see upside in active management Instead of active or passive investing, advisers embrace a mix of both May 2, 2017 @ 1:00 pm By Jeff Benjamin Despite the multi-year trend of assets moving out of actively managed funds and into passive indexed strategies, financial advisers are far from abandoning active management.…
By Jeanne Lee/NerdWallet Most people consolidate debt with a personal loan or a balance-transfer credit card. Others tap the equity in their homes. These options all come with risk. By comparison, taking a 401(k) loan might look benign — but it could be the riskiest choice of all. Most 401(k) plans allow users to borrow against their retirement savings.…
As seen on www.investmentnews.com. By: John Waggoner Target-date funds are the Energizer Bunny of the mutual fund world. As the industry struggles furiously for investors’ money, target-date funds slide blithely by, with billions of dollars in new money flowing in. Now they’re adding a little extra juice: smart-beta strategies. Some fund companies — most notably…
Kate Ashford , Forbes CONTRIBUTOR Fully a third of small business owners don’t have a retirement savings plan, according to a recent survey by small business site Manta. Of those who don’t, 37% don’t make enough profit to save for retirement, 21% used their previous retirement savings to invest in the business, and 18% plan…
PRESS RELEASE: Updated August 4, 2017 MCLEAN, Va., August 4, 2017 (Newswire.com) – Forbes recently recognized Sterling Neblett, CFP®, Founding Partner of Centurion Wealth Management, as one of our country’s Top Millennial Advisors. The wealth management industry is encountering forces that will forever change this industry. As such, Forbes sought to compile a “present-value” ranking…
McLean, VA, September 7, 2017 (Newswire.com) – Northern Virginia Magazine recently recognized Centurion Wealth Management Founding Partners Sterling Neblett, CFP®, Wendy Payne, CSA, CEP® and Partner Mark McKaig as Top Financial Professionals for 2017. The honorees were selected via a peer survey sent by the magazine to over 1,500 local financial and fiduciary firms. The…
By Thomas Coyle September 15, 2017 ETFs and index mutual funds are all the rage. Credit Suisse says ETFs have gone from essentially nowhere in 2000 to about 30% of U.S. securities trading by dollar value and over 20% by share volume last year. Meanwhile financial advisors say these passive investment vehicles have also altered…
Cross roads horizon with grass and blue sky showing a fork in the road or highway business metaphor representing the concept of a strategic dilemma choosing the right direction to go when facing two equal or similar options. Deborah Nason | @dnason Published 7:57 AM ET Wed, 11 Oct 2017 From CNBC.com A combination of historically…
Smaller firm makes case for going beyond past performance when evaluating funds Nov 30, 2017 @ 4:58 pm By John Waggoner In the wake of the big public feud between Morningstar Inc. and the Wall Street Journal, advisers are looking for alternative sources of mutual fund analysis — and at least one firm is promoting its differences with the…
Published: Dec 5, 2017 2:59 a.m. ET Has a couple ever made as much money after an affair as Jay-Z and Beyoncé? In an interview with New York Times executive editor Dean Baquet, Grammy Award-winning rapper Shawn “Jay-Z” Carter confessed to cheating on his superstar wife. But for the couple’s fans — particularly members of Beyoncé’s “Beyhive”…
Don Phillips used Chicago street talk and wielded research muscle to hit the Dow Jones newspaper high and low December 19, 2017 — 12:12 PM PST by Oisin Breen Brooke’s Note: The Wall Street Journal was once a great business-to-business publication. But in a digital age, as consumer-side readers’ clicks got easier to come by,…
March 3, 2018 – 6:00AM EST by John Waggoner When investor demand meets a hot market — as international ETFs are experiencing today — you’d expect the industry to roll out new products like a World War II assembly line. While that hasn’t happened yet, the rally in international stocks is still young, and fund…
April 2nd, 2018 – Sterling Neblett was quoted in Investor’s Business Daily article, “Advisors Learn Lasting Lessons From Their Favorite Business Books”. “While advisors must master the complexities of personal finance, they also realize that their success depends on their people skills. They are more likely to attract and retain clients if they know how to build rapport,…
May 4th, 2018 – Wendy was quoted in a www.Business.com article, “Should I Start My Own Business During Retirement?”. “Starting a business in retirement is not a risk-free endeavor,” said Wendy Ann Payne, CSA, CEP, founding partner of Centurion Wealth Management, LLC. “Be certain that your business structure protects your personal assets. If your business venture does not…
23 May 2018 Partner, Mark C. McKaig was quoted in a financeandmarkets.com article, “7 Expert Predictions For the State of the Economy in 2018” “The state of the economy is good. We’re in the second longest economic expansion in history and this need only continue for another fourteen months to beat the record set…
July, 6 2018 By Geoff Williams If you want to build your wealth, making smart investments early on is key. And if you’ve collected some extra cash, and you don’t need to pad your emergency savings account or dig yourself out of debt, it’s an ideal time to try your hand at investing. With that in mind,…
MCLEAN, Va. – July 6, 2018 – (Newswire.com) The Exit Planning Institute announced that Sterling Neblett CFP®, Founding Partner of Centurion Wealth Management, recently earned the Certified Exit Planning Advisor (CEPA) designation after completing the Institute’s intensive 4-day executive MBA-style program in Chicago, IL. Sterling Neblett joins an elite group of business advisors who have…
July 9, 2018 By Andrew Osterland When life gives you lemons, make lemonade. That’s the logic behind writing options in a volatile market. The reward for giving someone else the option to buy or sell something has gone way up this year. Last year was among the least volatile in the history of the stock…
MCLEAN, Va., August 10, 2018 (Newswire.com) – Forbes recently recognized Sterling Neblett, CEPA, CFP®, founding partner of Centurion Wealth Management, as one of our country’s Top Next-Generation Wealth Advisors. The wealth management industry is encountering forces that will forever change this industry. As such, Forbes and Shook Research sought to compile a “present-value” of a future Top…
MCLEAN, Va., Aug. 28, 2018 /PRNewswire/ — Northern Virginia Magazine recently recognized Centurion Wealth Management’s Partners, Sterling Neblett, CEPA, CFP®, Wendy Payne, CSA, CEP and Mark McKaig CRPC® as Top Financial Professionals for 2018. The honorees were selected via a peer survey sent by the magazine to over 1,500 local financial and fiduciary firms. The…
May 11, 2018 By: Rodney Brooks Founding partner Wendy Ann Payne was featured in the following U.S. News:Money article. OWNING A BUSINESS MIGHT be part of your American dream. For some baby boomers, entrepreneurship is also a part of their retirement. A report from the Kaufman Foundation found that baby boomers are twice as likely…
By: Sammi Caramela 2018, May 4 Founding partner Wendy Ann Payne was featured in the following Business.com article. When you think about retirement, you might picture weekdays on the beach with a tall drink, thriving off your 401(k) savings. But today, for many, retirement doesn’t promise much-rewarded time off. In fact, it often means more…
July 20, 2018 By Rodney Brooks Founding partner Wendy Ann Payne was featured in the following U.S. News:Money article. WHILE MARRIED COUPLES sometimes try to coordinate when they retire, not all spouses retire at the same time. Age differences, different stages in their careers and even health can play a role in one spouse continuing to…
August 17, 2018 Centurion’s Founding Partner Wendy Ann Payne was featured in the below Financial Advisor IQ article. I started out in the financial services industry as a client service associate. The office I worked in was fairly small, and I was able to develop a rapport with most of our clients. I’d visit with…
