Wealth Management Archives – Alterra Advisors

Presidential Elections & Market Volatility: Interview with a Portfolio Manager

Does the market care about presidential elections? Should you move to...

Josh Whelan

Stock Market Volatility – Lessons Learned from 2022-2023

We’ve had no shortage of volatility in the stock market in the last...

Josh Whelan

Turn Your Concentrated Stock Into Stable Retirement Income

If you’re retiring after a long career at Microsoft, Amazon, or any...

Josh Whelan

The Hidden Risk of the S&P 500

When an index like the S&P 500 rallies, as it did in 2023, a few...

Josh Whelan

How to Avoid Paying $2.6 Million in Estate Taxes

Did you know that a soon-to-be-expired law could help your family...

Grant Monson

My Financial Advisor Won’t Answer This Question

A few years ago, we were approached by a new client with two questions...

Josh Whelan

4 Ways to Reduce Estate Taxes and Pass More to Charity – A Video Walkthrough

Today is a deep dive into ways you can reduce estate taxes and pass...

Josh Whelan

How Direct Indexing Seeks to Reduce Portfolio Taxes

Building an investment strategy involves balancing a variety of goals....

Jack Bell

I’m a Risk Taker…Do I Have to Stop Because I’m Retired?

Retirement is a big transition both in life and in finances. It’s also...

Craig Hamilton

Why Invest When I’m Getting Over 4% on Cash?

Interest rates have increased dramatically since the start of 2022, in...

Josh Whelan

Don’t Let Inflation Ruin Your Retirement

With costs rising seemingly faster than ever, you might be worried...

Josh Whelan

The Best Way to Build Wealth

What’s the best way to build wealth? The answer is…there is no single BEST way to build wealth. We think the right question is: What is the best way to build wealth for you? This question requires a process, a method to find your ideal mix of strategies.

Zach Hamilton