Alterra Advisors

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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What to Do (and Not Do) for Year-end Planning + Q3 in Review – Webinar Replay

Replay our discussion covering year end tax planning considerations, important updates in tax reform, and what’s next for the market, economy, and your portfolios.

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What to Do (and Not Do) for Year-end Planning, Tax Reform & Q3 in Review

With income and estate tax changes on the horizon, consider these strategies to adapt your planning if reform is passed. But don’t let the tax tail wag the planning dog!

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4 New Tax Changes + Q2 Market & Economy in Review – Webinar Replay

A replay of our July 28, 2021 webinar discussing 4 new tax changes and what you can do to prepare, plus a review of Q2 market and economic headlines.

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Tax Reform, Markets & Inflation, Q2 in Review

The second quarter built on much of the encouraging economic progress we saw in the first quarter. States moved to being nearly fully open, markets advanced, and we learned more about probable tax reforms.

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