Insights Archives

A Guide to Buying Your First Rental Property

I’m thinking about buying a rental property but what should I...

Josh Whelan

20 Minutes on the Market, Economy, and Your Portfolio for 2023 Q1

What's coming in 2023? We spend 20 minutes discussing what you need to know on the market, economy, and your portfolio!

Alterra Advisors

7 Retirement Changes in SECURE Act 2.0

The SECURE Act 2.0 was recently passed into law and, if you’re saving...

Alterra Advisors

5 Ways to Reduce Estate Taxes: a Video Walkthrough

Today is a deep dive into ways you can reduce estate taxes and pass...

Grant Monson

The Art of Making a Good Introduction

With a clear intent and a tactful approach, you can make a good introduction to a friend or family member...stress-free!

Josh Whelan

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

If you live here in our home state of Washington, a winter getaway to...

Josh Whelan

2022 Year-End Financial Planning Checklist

As we approach the end of 2022, here are a few simple tax saving tips to lighten the burden when you file your taxes next April!

Ryan Colis

Turn Long-Term Care Expenses into Tax-Free Income

No one looks forward to exorbitant long-term care expense, but it can create an opportunity to save thousands in taxes – a strategy that most walk right past.

Josh Whelan

Webinar Replay – 20 Minutes on the Market, Economy, and Your Portfolio

What you need to know on the market, economy, and your portfolio in 20 minutes. Plus, with the midterm elections around the corner, we include a bonus on how markets respond to elections.

Alterra Advisors

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.

Josh Whelan