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...
If seeing “recession” in the headlines makes you worry that your...
What's coming in 2023? We spend 20 minutes discussing what you need to know on the market, economy, and your portfolio!
Today is a deep dive into ways you can reduce estate taxes and pass...
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.
A replay of our August 2, 2022 discussion of how today's biggest market and economic themes affect your investment strategies.
We invite you to view this replay of our discussion covering how inflation, interest rates, and the Ukraine war could affect your portfolio.
Replay of our discussion covering January's market volatility and how inflation and expected interest rate increase could affect your portfolio.
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.
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.
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."
A replay of our January 27, 2021 webinar discussing 2020 lessons learned, the Biden tax plan, and what we expect in 2021.
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.