Alterra Advisors

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?

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The Economy, the Election, and What’s Next – 10.14.2020 Webinar Replay

Thanks to all who attended this week’s webinar. We were glad to host Carolyn Szaflik, Portfolio Specialist at Morningstar Investment Management, for a discussion on the market so far this year, possible impacts of the upcoming election, and the opportunities in today’s market.

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