Alterra Advisors

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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Between Two Quarantine Camps

Many of us have lived with the philosophy that “time is money”. Until recently, every unproductive moment was wasted time and, therefore, wasted money. And we constantly fought for the mythical work-life balance.

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Why This Isn’t the Next Great Depression

We don’t see this as the next Great Depression. Why? Well, historically, major economic downturns have different causes, but one common thread separates the Great Depression from each subsequent recession and recovery.

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4-29-2020 webinar

Thanks to all who attended our webinar on 4/29! We were glad to host Paul Single, a Senior Portfolio Manager at City National Rochdale, to discuss the coronavirus impacts on the market and economy and Q&A from many of you. For anyone who wasn’t able to participate, we’ve made this replay available. We hope you find it helpful!

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