20 Minutes on the Market, Economy, and Your Portfolio for 2023 Q1

by | Feb 1, 2023 | Insights

We hope your 2023 is off to a great start! In this quarter’s Market, Economy & Portfolios in 20 Minutes, we discuss:

  • A 2022 recap and themes heading into 2023
  • Should you make any portfolio changes?
  • Are we headed for recession?
  • How does all this affect your plan and portfolio?

We hope you find it helpful and invite your feedback and topics you’d like to see us cover in future videos!

The “Alterra” name was coined by joining the Latin roots “alter”, the origin of the word “altruism” with “terra” meaning earth or land. This name reflects the company philosophy of “clients before profits” and providing firmly grounded advice.

Ready to meet with
our team?

We’d love to have a discussion with you to find out if we’re a fit!

Share This