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 has over 30 years of investment experience. His primary areas of knowledge are in the design, implementation, and management of investment portfolios and providing investment advisory consulting services to company-sponsored qualified retirement plans. Prior to joining the firm, Bob worked at Blunt, Ellis, & Loewi, Charles Schwab Institutional, and Retirement and Estate Advisors.

Education: B.A in Business and Finance from the University of Wisconsin, Milwaukee.

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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