Happy fall from all of us here at Alterra! In this quarter's 20...
We hope you’ve had a great first quarter of 2023! In this quarter's...
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.
The headlines have recently been full of news about inflation, high...
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?
We invite you to view this replay of our discussion covering how inflation, interest rates, and the Ukraine war could affect 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.
What’s going on in the market right now…why so much volatility? Is inflation about to stop the economy in its tracks? What about interest rate hikes? What’s next for the economy and my portfolio? Read more in this quarter's review.
Replay our discussion covering year end tax planning considerations, important updates in tax reform, and what's next for the market, economy, and your portfolios.
With income and estate tax changes on the horizon, consider these strategies to adapt your planning if reform is passed. But don't let the tax tail wag the planning dog!