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Welcome to the Alterity Wealth Management Blog!

 It is designed to be a resource of information, timely updates, and a general resource for investors of all size and type.  

We hope you enjoy the content here and use it to help you in your journey to reaching prosperity and a life of significance.

Monday, December 5, 2022

In late October, the IRS announced that it is increasing contribution limits to retirement savings accounts in 2023. The changes, like many you are seeing, are a direct result of months of high inflation and financial uncertainty, some...

Monday, November 28, 2022

The year is almost over, and it has certainly been a bumpy one for the financial markets and our economy. As financial professionals, we work with families to design investment strategies that help them pursue their goals for education...

Monday, November 14, 2022

Key points:Over the past five years, affluent Americans increased their donations to charity by 48%.1Understand various strategies to help you maximize the impact of your charitable donations and your income tax savings.To qualify for...

Wednesday, November 2, 2022

Key points:One of the biggest components of the Inflation Reduction Act is the changes to healthcare costs and coverage. The Inflation Reduction Act requires all pharmaceutical companies to rebate Medicare participants for the...

Monday, October 24, 2022

If you haven’t heard much about ESG investing, you will. ESG has gone from a niche investment philosophy to a mainstream investment tenant. At the same time, it has gained the attention of corporations, politicians, regulators,...

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Wednesday, October 12, 2022

Over 50% of consumers have fallen victim to a cybercrime, with a third of those attacks taking place in the past year alone. So there are 263 million American consumers. 131.5 million have been hit by cybercrime, with 44 million...

Tuesday, October 4, 2022

Most people are used to having a percentage of their paycheck withheld for Social Security. The withholding rate in 2022 stands at 6.2% for individuals and another 6.2% for their employers, for a total of 12.4% per person.1 But...

Tuesday, September 13, 2022

Several factors will affect the cost and availability of life insurance, including age, health, and the type and amount of insurance purchased. Life insurance policies have expenses, including mortality and other charges. If a policy...

Thursday, August 25, 2022

The end of summer and the start of the school year always seem to be a catalyst for conversations about college savings and where they fit into larger, long-term financial strategies. In particular, the 529 college savings plan, with...

Tuesday, August 16, 2022

With inflation at 40-year highs, the Fed is aggressively hiking interest rates; but it's a tricky proposition: raise rates too much and many fear the next recession is right around the corner. Markets have been reflecting that fear,...

Wednesday, August 10, 2022

Is Now a Good Time for a Roth IRA Conversion?We know that taxes are one of life’s two inevitables. So, the question is not if you will pay taxes on your retirement accounts, but when and how much. That’s where Roth IRAs...

Monday, August 1, 2022

Markets last week digested a highly anticipated FOMC meeting, a very busy economic calendar, and the busiest week of earnings reports for the Q2 reporting season. The net effect was a strong rally in risk assets with U.S. equity...