Presidential Elections & Market Volatility: Interview with a Portfolio Manager
Does the market care about presidential elections? Should you move to...
Presidential Elections & Market Volatility: Interview with a Portfolio Manager
Markets
Stock Market Volatility – Lessons Learned from 2022-2023
Stock Market Volatility – Lessons Learned from 2022-2023
We’ve had no shortage of volatility in the stock market in the last...
20 Minutes on the Market – Q2, 2024
20 Minutes on the Market – Q2, 2024
Hello! In this quarter's 20 Minutes on the Market, we update three of...
20 Minutes on the Market & Economy for Q4 2023
20 Minutes on the Market & Economy for Q4 2023
Happy fall from all of us here at Alterra! In this quarter's 20...
20 Minutes on the Market & Economy for 2023 Q3
20 Minutes on the Market & Economy for 2023 Q3
We hope you’ve had a great first half of 2023! In this quarter's...
Recession-proof Your Retirement in 5 Steps
Recession-proof Your Retirement in 5 Steps
If seeing “recession” in the headlines makes you worry that your...
Sequence of Returns: Why it Matters in Retirement
Sequence of Returns: Why it Matters in Retirement
Stock market swings are always unsettling, whether you’re decades or...
20 Minutes on the Market, Economy, and Your Portfolio for 2023 Q2
20 Minutes on the Market, Economy, and Your Portfolio for 2023 Q2
We hope you’ve had a great first quarter of 2023! In this quarter's...
My Portfolio & the S&P 500
My Portfolio & the S&P 500
How’s my portfolio doing? Is it beating the S&P 500? This is a common path that many investors take when evaluating their investment strategies, especially when a well-known index like the S&P 500 rallies ahead of many others – but should you? Here's a closer look at the S&P 500 and three principles to confidently build and evaluate your strategies.
I’m retired…why has my portfolio been so volatile?
I’m retired…why has my portfolio been so volatile?
The headlines have recently been full of news about inflation, high...
Are Inflation & Interest Rates Peaking?
Are Inflation & Interest Rates Peaking?
In June, the Consumer Price Index report showed that inflation rose...
Is the U.S. Headed for Recession?
Is the U.S. Headed for Recession?
The first two quarters of 2022 marked the worst start for the stock...
How Bad Will the Stock Market Correction Get in 2022?
How Bad Will the Stock Market Correction Get in 2022?
Uncertainty seems to be everywhere with high inflation and interest rates, and the war in Ukraine. So how should we expect these ongoing challenges to affect your investment strategy? Are we heading for recession? And, most importantly, should you make a change?
Webinar Replay – Inflation, Interest Rates, the Ukraine War & Your Portfolio
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.
Inflation, Interest Rates, the Ukraine War & Your Portfolio
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.