Alterra Advisors

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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What’s Next for the Market, Economy & My Portfolio? 7-15-20 webinar replay

Thanks to all who attended our webinar on 7/15! We were glad to host Paul Single, a Senior Portfolio Manager at City National Rochdale, to discuss the coronavirus impacts on the market and economy and Q&A from many of you. For anyone who wasn’t able to participate, we’ve made this replay available. We hope you find it helpful!

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Recessions – How Bad Are They & How Long Do They Last?

Turn on the TV or scroll through a news feed in uncertain times and you’re sure to see that nasty “R” word – Recession. “How bad will this be?” “How long will this last?” It’s not uncommon to hear, “This one is different!” or “We’ve never seen this problem before!” So, what does history have to tell us about this topic?

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Time in the Market Is Better Than Timing the Market

In days, weeks and months of sharp declines, the first thought is often to sell stocks and “wait for things to stabilize”. Unfortunately, this usually means watching the market rebound and missing the upswing. Why do many advisors say you should ride it out? Because sharp market declines are usually followed by equally sharp recoveries.

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Coronavirus and the Market

News of the coronavirus is front and center in the headlines. Health organizations around the world are actively assessing the situation, learning about this new virus and attempting to build containment and treatment plans as they observe and respond to the spread and impact on those affected. Uncertainty about how the virus will impact business both in the US and around the world has also catalyzed a decline in financial markets since hitting all time highs in mid-February. We wanted to provide our perspective on a few questions you might be asking yourselves and what history has to say about these kinds of events.

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