Alterra Advisors

The Art of Giving a Good Referral

With a clear intent and a tactful approach, you can give a good referral to a friend or family member…stress-free!

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Market Declines: What We Can Learn from History

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.

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