6 Retirement Myths You Can Avoid with a Smart Plan
Retirement planning comes with a lot of advice—some of it helpful,...
6 Retirement Myths You Can Avoid with a Smart Plan
Markets
Why Home and Auto Insurance Rates are Rising—and What You Can Do About It
Why Home and Auto Insurance Rates are Rising—and What You Can Do About It
If your home or auto insurance premiums have jumped recently, you're...
Navigating Market Swings & Tariff Uncertainty
Navigating Market Swings & Tariff Uncertainty
If you’ve been watching the news lately, you might be feeling uneasy....
Understanding Volatility: What It Means for Your Investments
Understanding Volatility: What It Means for Your Investments
Market fluctuations can feel unnerving, especially when planning for...
Presidential Elections & Market Volatility: Interview with a Portfolio Manager
Presidential Elections & Market Volatility: Interview with a Portfolio Manager
Does the market care about presidential elections? Should you move to...
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 your retirement as ready as you are?
You’ve saved for years—but turning that into steady income takes more than guesswork. A clear plan helps you avoid mistakes and enjoy retirement with confidence.