Alterra Advisors

Coping with an Inheritance

A windfall from a loved one can be both rewarding and complicated.

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Countdown to College

Preparing for college means setting goals.

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Charity Donatrion

Qualified Charitable Distributions

As the owner of a traditional IRA, you are likely aware that you are obligated to make required minimum distributions (RMDs) once you reach age 70½.

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Keys to Prevailing Through Stock Market Declines

During volatile times in the market, it’s not uncommon to be concerned about your investment strategies. These are a few points to help avoid common mistakes and stay on track.

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