We hope you’ve had a great first quarter of 2023! In this quarter’s Market, Economy & Portfolios in 20 Minutes, we discuss:

  • The strong start for the market and how we’re recovering from last year’s downturn.
  • Where inflation and interest rates are headed.
  • How the Silicon Valley Bank and related banking issues affect the risk of recession.
  • Planning themes to remember for 2023

We hope you find it helpful and invite your feedback and topics you’d like to see us cover in future videos!


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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