04 May 2013
May 4, 2013

Bonds and Interest Rates

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A look at how one can greatly affect the other. Presented by Alterra Wealth Management Is the bond bull history? Bond titan Bill Gross called an end to the 30-year bull market in fixed income back in 2010, and he has repeated his opinion since. Legendary investor Jim Rogers predicted an end to the bond.. read more →

01 May 2013
May 1, 2013

A Primer for Estate Planning

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Things to check and double-check before you leave this world. Presented by Alterra Wealth Management  Estate planning is a task that people tend to put off, as any discussion of “the end” tends to be off-putting. However, those who leave this world without their financial affairs in good order risk leaving their heirs some significant.. read more →

01 May 2013
May 1, 2013

Weekly Economic Update 4-29-13

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AlterraWM Weekly Update 4-29-13 read more →

What can you do to lessen its impact for your heirs?   Presented by Alterra Wealth Management Probate subtly reduces the value of many estates. It can take more than a year in some cases, and attorney’s fees, appraiser’s fees and court costs may eat up as much as 5% of a decedent’s accumulated assets. Think.. read more →

25 Apr 2013
April 25, 2013

Weekly Economic Update 4-22-13

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AlterraWM Weekly Update 4-22-13 read more →