Alterra Advisors

Keys to Prevailing Through Stock Market Declines

During volatile times in the market, it’s not uncommon to be concerned about your investment strategies. These are a few points to help avoid common mistakes and stay on track.

Plan to Give – How to Give More and Feel Better About It

In over a decade of helping families and business owners plan for their financial futures, I’ve found that, deep down, people love people. It may look and sound different from person to person, but it’s there.

Safe Harbor 401(k) or Simple IRA – Which retirement plan is best for my new dental practice?

Optional Taxes? A Case Study in Charitable Giving through Donor Advised Funds