Month: October 2020

My Portfolio & the S&P 500

My Portfolio & the S&P 500

Why is my portfolio underperforming the S&P 500? Do I need to make a change? These questions are on the minds of many investors when a primary index like S&P 500 rallies ahead of many others. As one of the most widely recognized benchmarks, it's common to compare your strategy against it – but should you?

Alterra Retirement Readiness Guide Workbook

Is your retirement as ready as you are?

You’ve saved for years—but turning that into steady income takes more than guesswork. A clear plan helps you avoid mistakes and enjoy retirement with confidence.