Alterra Advisors
Month: March 2022
Stock Market Corrections are Buying Opportunities
When it comes to investing, you always want to plan ahead for how to handle market declines. Here are three reasons to stay the course when volatility strikes.
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The End of Life Documents Checklist: How to Get Your End of Life Documents in Order
If you handle the finances, your spouse, family, or business partners rely on you and would need direction on what to do if you passed away unexpectedly. So how can you prepare them and prevent confusion and chaos?
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Federal Estate Tax Exemption 2023: Making the Most of History’s Largest Cap
The federal estate tax exemption is higher than ever…for now. What is the exemption and how can you use it to reduce taxes and pass more wealth to the people and causes you care about before you lose the opportunity?
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Is Cryptocurrency a Good Investment?
Is Bitcoin a good investment? What about other cryptocurrencies like Ethereum and Dogecoin? It depends…are you investing or speculating?
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The Ukraine Russia Conflict & the Global Economy
The Russian invasion of Ukraine is concerning in many ways. As with every event like this, the Russia-Ukraine conflict brings uncertainty. However, we’ve seen similar situations and conflicts in the past, so history has some valuable insights that may provide some reassurance.
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