Alterra Advisors

How Bad Will the Market Correction Get?

Uncertainty seems to be everywhere with high inflation and interest rates, and the war in Ukraine. So how should we expect these ongoing challenges to affect your investment strategy? Are we heading for recession? And, most importantly, should you make a change?

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Federal Estate Tax Exemption 2022: Making the Most of History’s Largest Cap

The federal estate tax exemption is higher than ever…for now. What is the exemption and how can you use it to reduce taxes and pass more wealth to the people and causes you care about before you lose the opportunity?

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How Do I Reduce Estate Taxes?

Are you worried about estate taxes eating into your wealth, leaving less for your family or charities you care about? Unsure what you can do or where to start? Use these 5 steps to make and maintain your plan to reduce estate taxes.

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Should You Worry About the Spike in Inflation?

Does the recent inflation spike mean you’ll have to make lifestyle changes? Are we about to return to the 80’s-era inflation? Prices climbed 6.8% in the last 12 months, the biggest jump in almost 40 years. So, what’s happening? And, more importantly, should you be concerned?

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