Alterna Blog

From clothing and music to home decorating and more, everyone has their own style. So it shouldn’t be surprising that people also tend to gravitate toward the characteristics and objectives of a particular investment style.

With a bit of financial planning, you can enjoy the holidays without the January debt hangover. Here’s your guide to making the most of the season while staying financially savvy.

Nobody sets out to lose money when they invest, but as the saying goes, you can’t win ’em all. Even top professionals miss the mark at times, which leads to another saying about turning lemons into lemonade.

In the nonprofit space, financial wellness supports every service your organization provides. It's about creating a financial pathway that upholds your mission and amplifies community work. Effectively managing your finances reflects your commitment to community service, with a purposeful budget serving as a blueprint for impact.

During accumulation, investors enjoy a tax deferral when the price of their holdings increases. In tax terms, this is known as an unrealized capital gain, and works whether securities are held directly or within a mutual fund.