Alterra Advisors

The Biden Tax Plan, 2020 Lessons Learned & What to Expect in 2021

2020 presented many challenges, but also opportunities and lessons learned. As we turn the page and look to 2021, we’ll look at 2020 lessons learned and what to expect in 2021.

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Socially Responsible Investing in Your Financial Planning

An introduction to Socially Responsible Investing and how you can choose an approach that aligns your values and resources.

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2021 Retirement Plan Contribution Limits for 401(k)s, IRAs and More

2021 retirement plan contributions have been released and, while the majority of limits are unchanged, there are a few updates to note. Here’s a summary!

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My Portfolio & the S&P 500

Why is my portfolio underperforming the S&P 500? Do I need to make a change? These questions are on the minds of many investors when a primary index like S&P 500 rallies ahead of many others. As one of the most widely recognized benchmarks, it’s common to compare your strategy against it – but should you?

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Taxes & Highly Appreciated Stock

You might be an early Microsoft employee, tech company executive, or have been gifted shares of stock as a kid. You’d like to diversify, but the resulting tax bill seems almost as big as the portfolio itself! In Taxes & Highly Appreciated Stock, we’ll look at a case study and strategies to consider if you find yourself in this situation.

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