In the world of business, especially in real estate, success isn’t just about growth—it’s about financial health. Whether you’re managing…
Investment Mgmt.
How to Find the Right Financial Advisor
Ready to get serious about your finances, but don’t know how to find the right advisor? You’re not alone. Here’s a simple framework that cuts through jargon and empowers you to ask the right questions.
In This Guide:
…
How can Social Impact Companies Survive Today’s Headwinds?
The landscape for social impact companies has never been more challenging—or more important.
Dina Wolfman Baker, Area Managing Partner at Chief Outsiders and lead creator of ‘The Changemaker’s Toolbox’, appears on Dream & Soar! with Chuck Dushman, for a candid, practical conversation on navigating today’s unprecedented headwinds. She shares stories and insights from the front lines, including:
– What’s really…
What Being an Inc. Best Workplace Says About Our Culture
At Alterra Advisors, we’re proud to share that we’ve been recognized on the Inc. Best Workplaces 2025 list. This national recognition means more than just a badge—it reflects our belief that great planning starts with a great team culture.
But why does this matter to our clients? Because how we treat our people shapes how we serve yours.
People-First, Always…
Most Retirees Spend Too Little. Don’t Be One.
Retirees: Stop Relying on the 4% Rule
The “4% rule” is one of the most well-known retirement rules of thumb: withdraw 4% of your portfolio in the first year of retirement, adjust for inflation annually, and your money should last 30 years.
But following it blindly could either shortchange your lifestyle or put your retirement at risk.
Here’s what you…
Why Staying Invested Matters—Even in Volatile Markets
When markets drop, it doesn’t just rattle numbers on a screen. It stirs up real emotions. Anxiety. Doubt. The very natural urge to protect what you’ve worked hard to build.
If you’ve found yourself wondering, “Should I step out and wait until things calm down?”—you’re not alone. That reaction is completely understandable. In fact, it’s one we hear often, especially…
WEP and GPO: Repealed! By Elaine Floyd, CFP ®
On January 5, 2025, the Social Security Fairness Act was signed into law.
The bill, which had strong bipartisan support in Congress, eliminates two provisions that reduced Social Security benefits for people who worked in jobs that did not pay into Social Security, including some teachers, firefighters, police officers, and other government workers.
What does this mean?
If you ever…
How AI and Technology is Reshaping How SME Firms Manage Their Finances: Key Trends and Benefits
Small and medium enterprises (SMEs) are seeing big changes in how they manage their money, thanks to new technology and artificial…
Don’t Take Investment Advice from Kendrick Perkins
Boston Advisor readers know I’m a big NBA fan. If you’re new here, check out Revisiting the Last Dance and Should You Diversify or Concentrate?, where I explored investing through a fantasy basketball lens.
This time of year – the NBA playoffs – is when the league is at its best. High stakes, best-of-seven series tell the ultimate truth…
How Smart Retirees Prepare for Market Chaos
When markets get rocky, I often hear the same concern from people who are retired or about to retire:
“How will this affect the rest of my life?”
It’s an honest—and important—question. Because at this stage of life, the stakes are high. You’re no longer focused on building your wealth, you’re focused on protecting it and making it last.
But…