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Our Mission
Our mission is to provide exceptionally coordinated financial planning and wealth management. Alterra Advisors strives to give our clients the peace of mind that comes as they plan for and meet their financial needs and life’s goals. Our success is defined by each and every client who comes to feel we are not just their trusted advisor, but also part of their extended family.
Recent Posts
Creating $600,000 From an Old Life Insurance Policy
It’s clear that financial plans and investments should be reviewed regularly. We need to make sure you’re still on track to reach your goals, ensure portfolios are performing as expected, and look for ways to improve on your current strategies. In many plans,...
The Stock Market and Fed Rate Cuts
After historic interest rate increases in 2022-23, how might the stock market respond when the Federal Reserve cuts interest rates?
Corporate Transparency Act: New Reporting Requirements for Businesses
Do you own all or part of an LLC, Corporation, or other business entity? If so, as of January 1, 2024, you may be required to file a Beneficial Ownership Information (BOI) report with FinCEN, the U.S. Department of the Treasury’s Financial Crimes Enforcement...
20 Minutes on the Market, Q1 2024
Happy 2024! In this quarter's 20 Minutes on the Market, we cover three frequent questions: What’s the latest on recession fears? Will interest rates finally start coming down? How was 2023 in the stock market and what’s coming in 2024? We hope you find it helpful...
The Hidden Risk of the S&P 500
When an index like the S&P 500 rallies, as it did in 2023, a few common questions arise. If my portfolio underperformed the S&P 500 last year, do I need to make a change? Should this matter to me? These questions make sense because it’s common to compare...