Alterra Advisors

Coping with an Inheritance

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

Safely Climbing & Descending the Wealth Mountain

What To Do When Your Stocks Go Down

During volatile times in the market, it’s not uncommon to be concerned about your investment strategies. These are a few points to help avoid common mistakes and stay on track.

Safe Harbor 401(k) or Simple IRA – Which retirement plan is best for my new dental practice?