Alterra Advisors

Q2 2021 Webinar Replay – Market Values, Inflation, WA State LTC Payroll Tax, & Life Portfolio

A replay of our April 28, 2021 webinar discussing market values, inflation, the WA State LTC payroll tax, and why you should have a retirement “life portfolio.”

read more

Q1 2021 Webinar – 2020 Lessons Learned, the Biden Tax Plan & What to Expect in 2021

A replay of our January 27, 2021 webinar discussing 2020 lessons learned, the Biden tax plan, and what we expect in 2021.

read more

The Economy, the Election, and What’s Next – 10.14.2020 Webinar Replay

Thanks to all who attended this week’s webinar. We were glad to host Carolyn Szaflik, Portfolio Specialist at Morningstar Investment Management, for a discussion on the market so far this year, possible impacts of the upcoming election, and the opportunities in today’s market.

read more

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!

read more