ESOPs: Understanding Employee Stock Ownership Plans and Your Business Legacy
As a business owner, planning for the future of your company is as...
ESOPs: Understanding Employee Stock Ownership Plans and Your Business Legacy
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Presidential Elections & Market Volatility: Interview with a Portfolio Manager
Presidential Elections & Market Volatility: Interview with a Portfolio Manager
Does the market care about presidential elections? Should you move to...
20 Minutes on the Market for Q3, 2024
20 Minutes on the Market for Q3, 2024
Hello! In this quarter's 20 Minutes on the Market, we take a look into...
Two Key Differences Between Washington State and Federal Estate Tax
Two Key Differences Between Washington State and Federal Estate Tax
Estate taxes are among the most confusing topics, especially for those...
Stock Market Volatility – Lessons Learned from 2022-2023
Stock Market Volatility – Lessons Learned from 2022-2023
We’ve had no shortage of volatility in the stock market in the last...
Alterra Advisors Recognized as an Inc. Best Workplace 2024
Alterra Advisors Recognized as an Inc. Best Workplace 2024
Each year, Inc.com compiles a list of Best Workplaces, companies they...
Alterra Advisors Recognized as a PSBJ Washington Best Workplace 2024
Alterra Advisors Recognized as a PSBJ Washington Best Workplace 2024
Each year, Puget Sound Business Journal Washington Best Workplaces...
Alterra Advisors Recognized by PSBJ for Corporate Philanthropy
Alterra Advisors Recognized by PSBJ for Corporate Philanthropy
Each year, Puget Sound Business Journal recognizes local companies for...
Worried About Estate Taxes? These Two Strategies Can Help!
Worried About Estate Taxes? These Two Strategies Can Help!
Do you find yourself at a crossroads in life, juggling the...
Turn Your Concentrated Stock Into Stable Retirement Income
Turn Your Concentrated Stock Into Stable Retirement Income
If you’re retiring after a long career at Microsoft, Amazon, or any...
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...