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!

Protecting Your Out-of-State Vacation Home (or Other Real Estate)

How Your Portfolio is Like a House

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.

How Much Do You Need to Retire?