Alterra Advisors

Case Studies – Which Assets to Spend & Which to Pass On

Part two in our What to Spend & What to Pass On series – three case studies to demonstrate how to apply these principles with a variety of primary objectives.

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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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