Diversification Archives – Alterra Advisors

How Direct Indexing Seeks to Reduce Portfolio Taxes

Building an investment strategy involves balancing a variety of goals....

Jack Bell

I’m a Risk Taker…Do I Have to Stop Because I’m Retired?

Retirement is a big transition both in life and in finances. It’s also...

Craig Hamilton

Why Invest When I’m Getting Over 4% on Cash?

Interest rates have increased dramatically since the start of 2022, in...

Josh Whelan

Recession-proof Your Retirement in 5 Steps

If seeing “recession” in the headlines makes you worry that your...

Josh Whelan

How Your Portfolio is Like a House

When the stock market drops or crashes, have you ever had this...

Josh Whelan

The Four Quadrants of Retirement Income

If you are approaching retirement, do you worry about making costly...

Zach Hamilton

How to Put Cash to Work in Any Market

If you've accumulated a large amount of cash and your bank interest rate is .01% but you're fearful of stock market, what should you do? Your money could be working harder for you, but the market looks scary. So…now what? Here's how to put cash to work in any market!

Zach Hamilton

Recession-Proof Your Retirement – A Video Walkthrough

If seeing “recession” in the headlines makes you worry that your...

Alterra Advisors

Silicon Valley Bank’s collapse explained

With the recent events at Silicon Valley Bank, we’re reaching out to...

Josh Whelan

My Portfolio & the S&P 500

How’s my portfolio doing? Is it beating the S&P 500? This is a common path that many investors take when evaluating their investment strategies, especially when a well-known index like the S&P 500 rallies ahead of many others – but should you? Here's a closer look at the S&P 500 and three principles to confidently build and evaluate your strategies.

Ryan Colis

A Guide to Buying Your First Rental Property

I’m thinking about buying a rental property but what should I...

Josh Whelan

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.

Josh Whelan