Alterra Advisors

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.

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Should You Worry About the Spike in Inflation?

Does the recent inflation spike mean you’ll have to make lifestyle changes? Are we about to return to the 80’s-era inflation? Prices climbed 6.8% in the last 12 months, the biggest jump in almost 40 years. So, what’s happening? And, more importantly, should you be concerned?

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Market Values, Inflation, and Q1 in Review

The first quarter of 2021 brought continued economic recovery, gains in markets, and the COVID-19 vaccine is being rapidly administered, bringing hope that we’re approaching post-pandemic times. Let’s look at common questions we encountered this quarter.

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Big Giving in Uncertain Times

We all fear uncertainty, but in volatile times, many Big Givers are particularly nervous. When primarily using wealth to support causes you care about, it’s natural to wonder “Are we going to be ok?” “What if we need those funds?” “Can we continue with these large gifts?” First, we should first acknowledge that these concerns are normal. Then, we can ask two key questions back.

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Breaking the Isolation Cycle with Random Acts of Kindness

Feeling the quarantine blues? This one habit has helped pull me out of my isolation cycle.

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