With new tariffs in place and market volatility on the rise, many...
If you’ve been watching the news lately, you might be feeling uneasy....
We're excited to announce that Alterra Advisors has been recognized by...
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!
The SECURE Act 2.0 was recently passed into law and, if you’re saving...
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!
The Biden administration’s third draft of the Build Back Better Act...