Alterra Advisors

Q2 2021 Webinar Replay – Market Values, Inflation, WA State LTC Payroll Tax, & Life Portfolio

A replay of our April 28, 2021 webinar discussing market values, inflation, the WA State LTC payroll tax, and why you should have a retirement “life portfolio.”

read more

Buy-Sell Agreements in Business Succession Planning

For businesses with multiple owners, proper succession planning is key. Selling your stake and sailing off into retirement is the dream, but a complete plan must account for the unexpected death or disability of an owner. Here’s what to know about Buy-Sell Agreements.

read more

Market Values, Inflation, and Q1 in Review

The first quarter of 2021 brought continued economic recovery, gains in markets, and the COVID-19 vaccine is being rapidly administered, bringing hope that we’re approaching post-pandemic times. Let’s look at common questions we encountered this quarter.

read more

Should You Worry About Inflation?

Will the 2020 pandemic stimulus cause significant inflation? Let’s look at what inflation is and what causes it, how money supply increases like federal stimulus affect it, and where we are now.

read more

Washington’s Long Term Care Payroll Tax and How to Opt Out

Washington State’s LTC Trust Act is intended to offer long-term care coverage to state residents funded by a mandatory payroll tax. Here’s how it works and how you can opt out.

read more