Alterra Advisors

The ABCs of RSUs, ESPPs, ISOs – Get to Know Your Stock Incentive Programs

In our tech-heavy Pacific Northwest, many companies grant stock or stock options as part of an overall compensation package. These equity incentive programs can seem like a windfall but, as with any source of income, they must be carefully managed so they don’t disrupt your financial plan or create a major tax headache.

read more

Your Diversified Portfolio vs. the S&P 500

How global returns and proper diversification are affecting overall returns.

read more