Planning for the unexpected is an important part of your financial...
Washington State’s 7% capital gain tax passed into law in 2021 and was...
If seeing “recession” in the headlines makes you worry that your...
What's coming in 2023? We spend 20 minutes discussing what you need to know on the market, economy, and your portfolio!
What you need to know on the market, economy, and your portfolio in 20 minutes. Plus, with the midterm elections around the corner, we include a bonus on how markets respond to elections.
A replay of our August 2, 2022 discussion of how today's biggest market and economic themes affect your investment strategies.
We invite you to view this replay of our discussion covering how inflation, interest rates, and the Ukraine war could affect your portfolio.
Replay of our discussion covering January's market volatility and how inflation and expected interest rate increase could affect your portfolio.
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.
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!
2021 retirement plan contributions have been released and, while the majority of limits are unchanged, there are a few updates to note. Here’s a summary!
Replay our discussion covering year end tax planning considerations, important updates in tax reform, and what's next for the market, economy, and your portfolios.
The S Corporation has become one of the most popular entities for small business owners because it offers many of the protections of incorporation without being subject to some of taxes faced by other kinds of companies. But with all its benefits, we find a few mistakes that many business owners make. We collaborated with Chet Syversen, owner of Curated Accounting, to bring you 5 tips to avoid these common mistakes.