13 Nov 2013
November 13, 2013

Getting It All Together for Retirement

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Where is everything? Time to organize and centralize your documents. Provided by Alterra Wealth Management Before retirement begins, gather what you need. Put as much documentation as you can in one place, for you and those you love. It could be a password-protected online vault; it could be a file cabinet; it could be a.. read more →

13 Nov 2013
November 13, 2013

Weekly Economic Update 11-11-13

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Alterra Wealth Management Presents: WEEKLY ECONOMIC UPDATE WEEKLY QUOTE“If you can dream it, you can achieve it.”– Zig Ziglar WEEKLY TIP     If you have worked for your current employer for just a few years, check to make sure that you are now fully vested in the retirement plan it sponsors. WEEKLY RIDDLE      I am only one syllable long.. read more →

26 Aug 2013
August 26, 2013

Weekly Economic Update 8-26-13

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Alterra Wealth Management Presents: WEEKLY ECONOMIC UPDATE WEEKLY QUOTE “The best revenge is massive success.” – Frank Sinatra WEEKLY TIP Take a tip from the millionaire next door: buy a terrific low-maintenance car and drive it for several years or more. Your ride may not be flashy, but the choice may prove thrifty. WEEKLY RIDDLE It stands higher.. read more →

26 Aug 2013
August 26, 2013

Implications of Rising Mortgage Rates

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Are they threatening the recovery? Or is their effect overstated?  Provided by Alterra Wealth Management                                                 Between early May and mid-July, the average interest rate on the 30-year fixed-rate mortgage rose about 1%. Rates on 30-year FRMs have basically held steady since hitting a peak of 4.51% in Freddie Mac’s July 11 Primary Mortgage Market.. read more →

19 Aug 2013
August 19, 2013

Weekly Economic Update 8-19-13

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Alterra Wealth Management Presents: WEEKLY ECONOMIC UPDATE WEEKLY QUOTE“If you are not criticized, you may not be doing much.”       – Donald Rumsfeld WEEKLY TIP Sometimes a sector or industry is touted as the “wave of the future” or the next hot trend. Beware of shifting your investment mix in response to hype or headlines –.. read more →