Turn Your Concentrated Stock Into Stable Retirement Income
If you’re retiring after a long career at Microsoft, Amazon, or any...
Turn Your Concentrated Stock Into Stable Retirement Income
Articles
20 Minutes on the Market – Q2, 2024
20 Minutes on the Market – Q2, 2024
Hello! In this quarter's 20 Minutes on the Market, we update three of...
Two Experts Share How to Keep Wealth from Dividing Your Family
Two Experts Share How to Keep Wealth from Dividing Your Family
Why do 70% of families lose their wealth by the second generation? Why...
Creating $600,000 From an Old Life Insurance Policy
Creating $600,000 From an Old Life Insurance Policy
It’s clear that financial plans and investments should be reviewed...
The Stock Market and Fed Rate Cuts
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?
How to Build True Family Wealth
How to Build True Family Wealth
In my 40 years working in the financial world, I’ve met many wealthy...
Grant Monson Featured in Puget Sound Business Journal
Grant Monson Featured in Puget Sound Business Journal
We're excited to announce that Alterra Advisors has been recognized by...
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...
Help Reduce Investment Taxes in Your Trust with Direct Indexing
Help Reduce Investment Taxes in Your Trust with Direct Indexing
Are you frustrated by high taxes on investments owned by your trust?...
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...