Retirement & estate planning strategies are being greatly altered. Provided by Alterra Wealth Management When the Supreme Court affirmed the legality of same-sex marriage in June, its ruling profoundly altered the financial planning landscape for gay and lesbian couples – resulting in some “night and day” differences. Yet in looking at the financial “before and.. read more →

04 Aug 2013
August 4, 2013

Monthly Economic Update August 2013

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Alterra Wealth Management Presents: MONTHLY ECONOMIC UPDATE  MONTHLY QUOTE“What makes something special is not just what you have to gain, but what you feel there is to lose.” – Andre Agassi MONTHLY TIP Why should you pay to use money? That is what using a credit card amounts to – so using a debit card for daily.. read more →

29 Jul 2013
July 29, 2013

Weekly Economic Update 7-29-13

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Alterra Wealth Management Presents: WEEKLY ECONOMIC UPDATE  WEEKLY QUOTE “Do first things first and second things not at all.”    – Peter Drucker  WEEKLY TIP The recently divorced and those planning to divorce should review their insurance coverage in light of changing needs. WEEKLY RIDDLE What has two hands but will never clap? Last week’s riddle: Wide as a grapefruit, deep.. read more →

22 Jul 2013
July 22, 2013

Weekly Economic Update 7-22-13

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Alterra Wealth Management Presents: WEEKLY ECONOMIC UPDATE WEEKLY QUOTE “In the successful organization, no detail is too small to escape close attention.”      – Lou Holtz   WEEKLY TIP Ongoing expenses are common in life – mortgage payments, monthly bills and so forth. View your retirement savings effort in the same way – a monthly expense you must.. read more →

Keep calm & carry on – it may be good for your portfolio. Provided by Alterra Wealth Management Why do so many retirement savers underperform the market? From 1993-2012, the S&P 500 achieved a (compound) annual return of 8.2%. Across the same period, the average investor in U.S. stock funds got only a 4.3% return… read more →