Alterra Advisors

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

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

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

We invite you to view this replay of our discussion covering how inflation, interest rates, and the Ukraine war could affect your portfolio.