20 Minutes on the Market for Q4, 2024
We’re excited to share our Q4 2024 Market Update! In this video, we...
20 Minutes on the Market for Q4, 2024
Webinars
20 Minutes on the Market for Q3, 2024
20 Minutes on the Market for Q3, 2024
Hello! In this quarter's 20 Minutes on the Market, we take a look into...
20 Minutes on the Market, Q1 2024
20 Minutes on the Market, Q1 2024
Happy 2024! In this quarter's 20 Minutes on the Market, we cover three...
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...
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...
Recession-Proof Your Retirement – A Video Walkthrough
Recession-Proof Your Retirement – A Video Walkthrough
If seeing “recession” in the headlines makes you worry that your...
20 Minutes on the Market, Economy, and Your Portfolio for 2023 Q1
20 Minutes on the Market, Economy, and Your Portfolio for 2023 Q1
What's coming in 2023? We spend 20 minutes discussing what you need to know on the market, economy, and your portfolio!
5 Ways to Reduce Estate Taxes: a Video Walkthrough
5 Ways to Reduce Estate Taxes: a Video Walkthrough
Today is a deep dive into ways you can reduce estate taxes and pass...
Webinar Replay – 20 Minutes on the Market, Economy, and Your Portfolio
Webinar Replay – 20 Minutes on the Market, Economy, and Your Portfolio
What you need to know on the market, economy, and your portfolio in 20 minutes. Plus, with the midterm elections around the corner, we include a bonus on how markets respond to elections.
Webinar Replay – Inflation, Interest Rates & the Risk of Recession
Webinar Replay – Inflation, Interest Rates & the Risk of Recession
A replay of our August 2, 2022 discussion of how today's biggest market and economic themes affect your investment strategies.
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.
Market Volatility, Inflation, Rate Hikes, and Your Portfolio – Webinar Replay
Market Volatility, Inflation, Rate Hikes, and Your Portfolio – Webinar Replay
Replay of our discussion covering January's market volatility and how inflation and expected interest rate increase could affect your portfolio.
What to Do (and Not Do) for Year-end Planning + Q3 in Review – Webinar Replay
What to Do (and Not Do) for Year-end Planning + Q3 in Review – Webinar Replay
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.
4 New Tax Changes + Q2 Market & Economy in Review – Webinar Replay
4 New Tax Changes + Q2 Market & Economy in Review – Webinar Replay
A replay of our July 28, 2021 webinar discussing 4 new tax changes and what you can do to prepare, plus a review of Q2 market and economic headlines.