Insights for Your Journey

This week, we were glad to host a discussion with Carolyn Szaflik, Portfolio Specialist at Morningstar Investment Management. We cover a range of questions, including:

  • What has happened in markets so far this year?
  • How might the election outcome affect investors?
  • How should investors manage emotions and why is it important?
  • What kind of opportunities do you see in the market today?

We hope you find it helpful!

The “Alterra” name was coined by joining the Latin roots “alter”, the origin of the word “altruism” with “terra” meaning earth or land. This name reflects the company philosophy of “clients before profits” and providing firmly grounded advice.

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