Alterra Advisors

Webinar Replay – Inflation, Interest Rates, the Ukraine War & Your Portfolio

We invite you to view this replay of our discussion covering how inflation, interest rates, and the Ukraine war could affect your portfolio.

Market Volatility, Inflation, Rate Hikes, and Your Portfolio – Webinar Replay

Replay of our discussion covering January’s market volatility and how inflation and expected interest rate increase could affect your portfolio.

Success Story – Help Your Beneficiary Reduce Taxes on an Inherited IRA

Patty and Steve want to leave a $1 million IRA to support their daughter with steady income but are worried about loss to taxes. Learn how they can use creative estate planning to reduce taxes and increase their impact.

2021 Wins and Milestones + Some of Our Favorite Books

Another year in the books! While our world hasn’t returned to the pre-pandemic normal that many of us long for, we’re all adjusting to the “new normal” as best we can. Thankfully, our Alterra team has been able to get some of our favorite moments back, including in-person meetings and the privilege of hosting many of you in our office for the first time in more than a year!

What’s In (and What’s out) in Biden’s Tax Plan