Wealth Services
Weekly Market Update
Stocks staged a broad-based rally last week on investors’ hopes for a lasting Middle East ceasefire, hitting fresh record highs along the way.
June 30, 2025
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AREAS OF EXPERTISE
Weekly Market Update
Stocks were mixed during the holiday-shortened trading week as uncertainty over conflict in the Middle East weighed on investors.
June 23, 2025
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Summer Spending with Purpose
Summer often brings memorable experiences—and increased spending. With a few intentional choices, you can enjoy the season without losing sight of your long-term financial priorities—and your advisor can help keep it all aligned.
June 20, 2025
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Reset and Refocus: Realigning Priorities for the Rest of the Year
A lot can change in six months. As you look ahead to the second half of the year, now’s the time to reassess what’s most important—financially and personally—and make intentional adjustments that keep you aligned with your bigger picture.
June 17, 2025
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Weekly Market Update
Stocks fell last week as an up-and-down mix of trade progress and anxiety, economic news, and geopolitical tensions netted out.
June 16, 2025
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Weekly Market Update
Stocks rallied last week as investors responded to upbeat economic data and easing trade tensions.
June 9, 2025
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Monthly Market and Economic Update - May 2025
Read about the latest insights on the market and economy from our Director of Investments, Bob Janson.
June 6, 2025
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Benchmarking: How Do Your Organization’s Employee Benefits Offerings Stack Up?
For the sixth consecutive year, Alera Group is offering a valuable piece of market intelligence: our Healthcare and Employee Benefits Benchmarking Report. We’ll introduce the 2025 edition on its release date, June 26, with a one-hour webinar beginning at 1 p.m. CT.
June 5, 2025
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Employee Benefits
Reminder: PCORI Fees Due By July 31, 2025
Employers that sponsor self-insured group health plans, including health reimbursement arrangements (HRAs) should keep in mind the upcoming July 31, 2025 deadline for paying fees that fund the Patient-Centered Outcomes Research Institute (PCORI) via Form 720, which was recently updated and released by the IRS.
June 3, 2025
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