The Stock Market and Fed Rate Cuts
After historic interest rate increases in 2022-23, how might the stock market respond when the Federal Reserve cuts interest rates?
The Stock Market and Fed Rate Cuts
Insights
Corporate Transparency Act: New Reporting Requirements for Businesses
Corporate Transparency Act: New Reporting Requirements for Businesses
Do you own all or part of an LLC, Corporation, or other business...
20 Minutes on the Market, Q1 2024
20 Minutes on the Market, Q1 2024
Happy 2024! In this quarter's 20 Minutes on the Market, we cover three...
The Hidden Risk of the S&P 500
The Hidden Risk of the S&P 500
When an index like the S&P 500 rallies, as it did in 2023, a few...
4 Ways You Can STILL Save Taxes for 2023
4 Ways You Can STILL Save Taxes for 2023
Worried you missed your chance to reduce your income taxes for 2023?...
5 Easy Ways to Reduce Estate Taxes
5 Easy Ways to Reduce Estate Taxes
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!
Unlocking Your Assets with SBLOCs and IBLOCs: A Quick, Flexible, and Tax-Friendly Solution
Unlocking Your Assets with SBLOCs and IBLOCs: A Quick, Flexible, and Tax-Friendly Solution
Planning for the unexpected is an important part of your financial...
Simplifying Your Estate Planning & Creating a Harmonious Legacy
Simplifying Your Estate Planning & Creating a Harmonious Legacy
If you're like many individuals we encounter, you want to ensure your...
Get Ready to Retire in 8 Steps
Get Ready to Retire in 8 Steps
You’re ready to retire! Well…you’re ready to be retired. But are you...
Ensuring Your Business Thrives When You’re No Longer There
Ensuring Your Business Thrives When You’re No Longer There
Let's journey together for a moment through the winding roads of...
Do I Need a Trust?
Do I Need a Trust?
I’ve heard that I should have a trust, but do I need one? When it...
20 Minutes on the Market & Economy for Q4 2023
20 Minutes on the Market & Economy for Q4 2023
Happy fall from all of us here at Alterra! In this quarter's 20...
2024 Retirement Plan Contribution Limits
2024 Retirement Plan Contribution Limits
Here’s what you need to know about 2024 retirement plan contribution...
Which Assets Do You Pay Estate Tax On?
Which Assets Do You Pay Estate Tax On?
Do you wonder if you’re at risk of owing estate tax? If so, which...
Transferring Wisdom with Your Wealth
Transferring Wisdom with Your Wealth
“We’ve worked hard to build and protect our wealth, not just for us,...