Alterra Advisors

How Your Portfolio is Like a House

Market Declines: What We Can Learn from History

Despite the gloom brought by each downturn, history shows us that declines are part of the market cycle and they have always bounced back. Does this mean you’re stuck just riding it out without a plan? You certainly don’t have to be! Here are three ways to plan for market declines.

I’m retired…why has my portfolio been so volatile?

Investment Timing: The Best Day of the Year to Invest a Lump Sum

Webinar Replay – Inflation, Interest Rates, the Ukraine War & Your Portfolio

We invite you to view this replay of our discussion covering how inflation, interest rates, and the Ukraine war could affect your portfolio.