What’s the value of partnering with a Financial Planning and Wealth Management team like Alterra? Working with a Wealth Management Team is not for everyone, but if you think a wealth management partnership is right for you, here’s what the value of an advisor looks like practically.
We hope you’ve had a great first quarter of 2023! In this quarter's...
If seeing “recession” in the headlines makes you worry that your...
With the recent events at Silicon Valley Bank, we’re reaching out to...
Retirement is an exciting time of life but can also be quite daunting...
I’m thinking about buying a rental property but what should I...
With a clear intent and a tactful approach, you can give a good referral to a friend or family member...stress-free!
If you live here in our home state of Washington, a winter getaway to...
When the stock market drops or crashes, have you ever had this...
Despite the gloom brought by each downturn, history shows us that declines are part of the market cycle and they have always bounced back. Does this mean you’re stuck just riding it out without a plan? You certainly don’t have to be! Here are three ways to plan for market declines.
Are you starting to think about making the transition to retirement?...
You’ve dreamed big, planned carefully, invested well, and you’re ready...
What's your number? The amount you need in your nest egg to retire? Here's how to find out!
If you have a lump sum of money sitting in the bank, you might find...
In June, the Consumer Price Index report showed that inflation rose...