Alterra Advisors

Should you really stay the course?

Whether you’re retired and living on portfolio income or just starting your investment journey, big market swings are always unsettling. So why do you always hear that you should “stay the course” or “ride it out” when it comes to the stock market, volatility and long-term investing? To some, it probably sounds like a standard… Read More »

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The ABCs of RSUs, ESPPs, ISOs – Get to Know Your Stock Incentive Programs

In our tech-heavy Pacific Northwest, many companies grant stock or stock options as part of an overall compensation package. These equity incentive programs can seem like a windfall but, as with any source of income, they must be carefully managed so they don’t disrupt your financial plan or create a major tax headache.

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The Problem of Money Paralysis

Not making a move may not always be the best move to make.

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Coping with an Inheritance

A windfall from a loved one can be both rewarding and complicated.

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