Alterra Advisors
Month: December 2018

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.
read more
3 Ways 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.
read more
Charitable Giving through Donor Advised Funds
Donor Advised Funds can increase gifts to your favorite charity and reduce taxes all without it costing anything more!
read more