Wealth Services

State of the Markets

July 24, 2024 from 11:00 am - 12:00 pm CT


State of the Markets

Join us as Bob Janson, Alera Group’s Director of Investments, provides a deep and thorough analysis of the key drivers shaping economic activity in the United States. With his extensive experience and in-depth knowledge, Bob will offer a holistic view of the economic ecosystem, exploring the trends, challenges, and opportunities that are influencing our markets.

Key Highlights:

  1. Economic Insights: Gain a comprehensive understanding of the current state of the U.S. economy. Bob will delve into the critical economic indicators and factors that are steering the nation’s financial course.
  2. Market Trends: Discover the latest developments in the bond and stock markets. Bob will share insights into market performance, trends, and notable events that have shaped the quarter.
  3. Interest Rates: One of the pivotal aspects of the financial world, interest rates, will be a central focus of the discussion. Learn how interest rates are impacting investment decisions and economic strategies.

This webinar is an excellent opportunity for investors, and anyone interested in understanding the current economic climate and its implications on financial markets. Bob's insights and analysis will provide you with the knowledge needed to make informed decisions in this ever-changing financial landscape.

About the speakers

Bob Janson, CIMA®, AIF®

Director of Investments
Photo of Bob Janson

Bob joined the firm in 1997 and is Director of Investments for Alera Group Retirement Plan Services. He heads the firm’s Retirement Plan Investment Committee and is responsible for the investment due diligence activities related to Alera Group’s company sponsored retirement plan clients. Bob works with the firm’s retirement plan consultants to deliver timely and prudent investment expertise and knowledge to help clients make informed decisions on behalf of their retirement plan participants and fiduciaries.

Bob approaches retirement plan investment consulting by focusing on the fiduciary needs of the plan sponsor and the retirement readiness of the plan participants. A properly developed investment menu with a prudent selection and monitoring process and an emphasis on sound investment strategies can help provide the fiduciary support plan sponsors require while encouraging successful retirement savings strategies for plan participants.

Bob has been developing his investment knowledge for over 30 years. Prior to joining the firm his background includes working with Blunt, Ellis, & Loewi, Charles Schwab Institutional, and Retirement and Estate Advisors. Through his experience, he has gained a solid understanding regarding the balance between the goals of the client and the ever-changing nature of the markets.

Bob received a Bachelor of Business Administration - Finance degree from the University of Wisconsin - Milwaukee. His professional designations include Accredited Investment Fiduciary (AIF®), and Certified Investment Management Analyst (CIMA®).

Investment Advisory Services offered through Alera Investment Advisors, LLC. Securities offered through Triad Advisors, LLC., Member FINRA/SIPC. Triad Advisors LLC is separately owned and other entities and/or marketing names, products or services referenced here are independent of Triad Advisors.

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