Alterra Advisors

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.

read more

Inflation, Interest Rates, the Ukraine War & Your Portfolio

How concerned should we be about inflation? Why are interest rates going up? What could the war in Ukraine mean for markets? How does all this affect my portfolio? Read more in this quarter’s update.

read more

Inflation and the Federal Reserve

Inflation hit 7% in 2021, the highest one year increase we’ve seen since 1982 and the Federal Reserve is taking action. Why and how does this work? We take a look at this question in this week’s article.

read more

Market Volatility, Inflation, Rate Hikes & Your Portfolio

What’s going on in the market right now…why so much volatility? Is inflation about to stop the economy in its tracks? What about interest rate hikes? What’s next for the economy and my portfolio? Read more in this quarter’s review.

read more

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!

read more