Stock Market Volatility – Lessons Learned from 2022-2033
We’ve had no shortage of volatility in the stock market in the last...
We’ve had no shortage of volatility in the stock market in the last...
If you’re retiring after a long career at Microsoft, Amazon, or any...
Hello! In this quarter's 20 Minutes on the Market, we update three of...
Why do 70% of families lose their wealth by the second generation? Why...
After historic interest rate increases in 2022-23, how might the stock market respond when the Federal Reserve cuts interest rates?
Happy 2024! In this quarter's 20 Minutes on the Market, we cover three...
When an index like the S&P 500 rallies, as it did in 2023, a few...
Moving assets out of your estate to reduce estate taxes doesn't always mean a complex web of trusts and legal documents. Here are simple ideas you can use today!
You’re ready to retire! Well…you’re ready to be retired. But are you...
Happy fall from all of us here at Alterra! In this quarter's 20...
A few years ago, we were approached by a new client with two questions...
Today is a deep dive into ways you can reduce estate taxes and pass...
Interest rates have increased dramatically since the start of 2022, in...
With costs rising seemingly faster than ever, you might be worried...
When should you update your will or estate plan? If you’ve taken the...