Alterra Advisors

5 Ways to Reduce Estate Taxes: a Video Walkthrough

I’m retired…why has my portfolio been so volatile?

Understanding Retirement Income – Where Does Your Paycheck Come From?

How Bad Will the Stock Market Correction Get in 2022?

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?

Federal Estate Tax Exemption 2023: 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?