News
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.
What’s in the Inflation Reduction Act of 2022?
President Biden signed the Inflation Reduction Act of 2022 into law on August 16 and includes notable changes to corporate taxes, Medicare prescription drug prices, and tax credits for clean energy and electric vehicles. Forbes notes that, because many of the...
I’m retired…why has my portfolio been so volatile?
The headlines have recently been full of news about inflation, high interest rates, the risk of inflation…all causing big swings in the market. If you’re retired, volatility is concerning, but chances are you’re a moderate investor generally shielded from the full...
Are Inflation & Interest Rates Peaking?
In June, the Consumer Price Index report showed that inflation rose 9.1% in the last year, a level not seen in more than 40 years. Inflation has been the dominant economic theme of 2022, holding its high level for longer than many economists expected. In response, the...
Is the U.S. Headed for Recession?
The first two quarters of 2022 marked the worst start for the stock market since 1970. Stocks entered bear market territory, defined as a decline of 20% or more. The headwinds of inflation, interest rates, and war in Ukraine have injected a big dose of what the market...
SECURE Act 2.0 Explained
The SECURE Act 2.0 would make some significant changes for retirement savers. Its key initiatives would delay RMDs, encourage employees to save more and start saving earlier, and lower retirement plan costs for small businesses. Here are the notable proposed measures and how they could affect you.
Market Volatility, Inflation, Rate Hikes, and Your Portfolio – Webinar Replay
Replay of our discussion covering January’s market volatility and how inflation and expected interest rate increase could affect your portfolio.
Market Volatility, Inflation, Rate Hikes & Your Portfolio
What’s going on in the market right now…why so much volatility? Is inflation about to stop the economy in its tracks? What about interest rate hikes? What’s next for the economy and my portfolio? Read more in this quarter’s review.
What to Do (and Not Do) for Year-end Planning + Q3 in Review – Webinar Replay
Replay our discussion covering year end tax planning considerations, important updates in tax reform, and what’s next for the market, economy, and your portfolios.
What to Do (and Not Do) for Year-end Planning, Tax Reform & Q3 in Review
With income and estate tax changes on the horizon, consider these strategies to adapt your planning if reform is passed. But don’t let the tax tail wag the planning dog!
Are We a Fit?
Let’s start a conversation. We’re not a match for everyone. But, if you’re looking for a collaborative guide in your financial life, Alterra Advisors could be a fit for you.