Investment Mgmt.

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Washington’s estate and capital gains tax rules are changing — and for many families, that means their current plan may no longer be enough.
In just a few minutes, our video guide walks you through what’s changed, who’s affected, and how business owners, retirees, and legacy-focused families can reduce estate and capital gains tax exposure with proactive planning.
 

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As we approach the end of 2025, here are a few simple tax saving tips to lighten the burden when you file your taxes next April!
Max out your 401(k)
Your max for 401(k) accounts in 2025 is $23,500 if under age 50 and $31,000 if age 50 or older. These accounts generally must be funded from your paycheck before

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The stock market makes people uneasy.When it’s down, we fixate on the red ink, smaller account values, and gloomy headlines—forgetting the market’s typical generosity. When it’s up, we fixate about the next market crash, either because the last one left scars or the negative headlines are too much.That brings us to today’s market, which offers reasons to worry as it…

A lot of people don’t start thinking about the estate tax until they are over the current $30M limit for 2026.The problem with this is that by waiting so late their beneficiaries will end up losing tens of millions of dollars to the estate tax that they didn’t have to if they would have just started their planning earlier.

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It was great to connect with so many of you at last week’s ACG M&A SoCal conference. After a whirlwind of meetings with traditional and alternative lenders, private equity professionals, and key industry veterans, a few key themes about the current deal environment have become clear.

Are Lenders Getting Aggressive?

The most significant takeaway was the noticeable shift in the…

Planning for Retirement A Series by The Boston Advisor

Part Four in my Planning for Retirement Series based on my How to Recreate Your Paycheck in Retirement class.

Part one covers why you need to invest for retirement: it’s likely to be longer than expected due to increased life expectancies and people often retiring sooner than planned, inflation erodes purchasing power by half during retirement, and we need portfolio…

We’re thrilled to announce that Alterra Advisors has been named the #1 Best Workplace in Washington by the Puget Sound Business Journal for the second year in a row!
This back-to-back honor is especially meaningful because it’s based entirely on feedback from our team. PSBJ’s annual Best Workplaces program surveys thousands of employees across the region, recognizing companies that foster

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