A first meeting – or “first date” – with a professional like a financial advisor can be uncomfortable. Believe it or not, it can feel just as uncomfortable for the professional. But it doesn't have to be! Our Alterra Fit Interview creates an open, comfortable, productive first discussion and enables us to discover together if we're a good fit and your best next steps - whether with or without us!
There’s no getting around it – recessions are stressful. The 2020 COVID-19 pandemic is just the most recent reminder. Recessions bring volatility, uncertainty, anxiety and the urge to act – do something, anything, to make sure I’m safe. This is often where people make mistakes. Here are a few common ones we see and how to avoid them so you’re ready the next time around.
Thanks to all who attended our webinar on 7/15! We were glad to host Paul Single, a Senior Portfolio Manager at City National Rochdale, to discuss the coronavirus impacts on the market and economy and Q&A from many of you. For anyone who wasn't able to participate, we've made this replay available. We hope you find it helpful!