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 →

Can the federal government follow through on its ambitions? Provided by Alterra Wealth Management In 2014, we were supposed to see profound health care reform per the 2011 Affordable Care Act – but how much of that reform will roll out on time? The federal government has already conceded that it can’t enforce the employer.. read more →

10 Jul 2013
July 10, 2013

Quarterly Economic Update Q2 2013

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AlterraWM Quarterly Update Q2 2013 read more →