Insights for Your Journey

If seeing “recession” in the headlines makes you worry that your retirement is about to be ruined, you aren’t alone. The fear makes sense because a recession often means a downturn in the stock market. The big question is: What should you do about it? Move your investments to cash and wait it out? Go back to work for some extra income? Or?

In our recent article, Recession-Proof Your Retirement in 5 Steps, we provide a five-point checklist can help you understand what a recession really means to your plan. In this video, two of our Founding Partners, Grant Monson and Josh Whelan, discuss how you can apply these principles to your own situation. We hope you find it helpful!

The “Alterra” name was coined by joining the Latin roots “alter”, the origin of the word “altruism” with “terra” meaning earth or land. This name reflects the company philosophy of “clients before profits” and providing firmly grounded advice.

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