Wealth Services
Monthly Market and Economic Update - April 2024
Read about the latest insights on the market and economy from our Director of Investments, Bob Janson.
May 8, 2024
Find out moreRead about the latest insights on the market and economy from our Director of Investments, Bob Janson.
May 8, 2024
Find out moreAdding to significant challenges including labor shortages and reduced funding, nonprofit organizations are experiencing increasing difficulty in securing adequate property and casualty insurance. Premiums are increasing, deductibles are escalating, and the number of carriers willing to engage with nonprofits continues to shrink. These challenges underscore the importance of partnering with an experienced insurance broker who specializes in serving nonprofit organizations.
May 7, 2024
Find out moreStocks notched a solid gain last week, rallying behind upbeat earnings, a dovish Fed, and mixed economic data.
May 6, 2024
Find out moreWomen’s Health Month 2024 coincides with jarring controversy and growing concern over challenges and inequities regarding women’s health in general and one area in particular: maternal health. Alera Group's May 16 webinar will focus on how employer can offer solutions through their employee benefits program.
May 1, 2024
Find out moreA key component of financial literacy is understanding the basics of investing. Investing doesn’t have to be complicated! You’re trading access to your money now to use later on while giving it time to potentially grow.
April 29, 2024
Find out moreStocks staged a choppy comeback last week as investors cheered positive earnings, led by mega-cap tech stocks. The rally came to pass despite fresh data showing a slowing economy and increasing inflationary pressures.
April 29, 2024
Find out moreMay is Mental Health Awareness Month. Here are tips and resources to help you get started on the route to a happier, healthier you.
April 25, 2024
Find out moreHow literate are you when it comes to your finances? Brush up with these five basics.
April 24, 2024
Find out moreUnder the ACA, Applicable Large Employers (ALEs) are required to offer “affordable” medical coverage to full-time employees or be subject to a fine. In September 2023, the IRS announced that the 2024 affordability percentage would reduce from the 2023 rate of 9.12% to 8.39% as of January 1, 2024. The U.S. Department of Health and Human Services has just released the 2024 Federal Poverty Level (FPL) amounts, with an increase of 3.3%.
April 23, 2024
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