Alterra Advisors

How to Write an Ethical Will

An ethical will is a kind of “love letter” to your family, a personal message where you share your thoughts, values, memories, life lessons, advice, and hopes for the future. Where do you start?

read more

Inflation, Interest Rates, the Ukraine War & Your Portfolio

How concerned should we be about inflation? Why are interest rates going up? What could the war in Ukraine mean for markets? How does all this affect my portfolio? Read more in this quarter’s update.

read more

Getting 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?

read more

Market Volatility, Inflation, Rate Hikes & Your Portfolio

What’s going on in the market right now…why so much volatility? Is inflation about to stop the economy in its tracks? What about interest rate hikes? What’s next for the economy and my portfolio? Read more in this quarter’s review.

read more