Wealth Services
Weekly Market Update
Stocks were under pressure last week as the Fed Chair's hawkish comments unsettled investors ahead of the holiday season.
December 23, 2024
Find out more
AREAS OF EXPERTISE
Employee Benefits
State of the Market for Employee Benefits in 2025
What are the needs and priorities of those in the workforce and the employment market? What are rival businesses offering to attract and retain the best the market has to offer? And what shifts are taking place in the market that employers should anticipate and prepare for? Alera Group’s 2025 Employee Benefits Market Outlook, scheduled for release on January 16, provides answers to those essential questions.
December 19, 2024
Find out more
Wealth Services
Why a Financial Plan Matters
A financial plan is more than just numbers—it’s a personalized roadmap to help balance your current needs with future goals. Discover how a thoughtful plan can provide clarity, reduce financial stress, and guide you through life’s uncertainties with confidence.
December 17, 2024
Find out more Wealth Services
Weekly Market Update
Stocks finished the week mixed, bookending losses around midweek gains as investors digested fresh inflation data.
December 16, 2024
Find out more Property and Casualty
It’s Here! — Alera Group’s Fifth Annual 'Property and Casualty Market Outlook'
Alera Group's "2025 Property and Casualty Market Outlook" is your guide to making informed decisions regarding your business and personal insurance coverage.
December 12, 2024
Find out more
Wealth Services
Three Steps to Get Ready for Your Review
Preparing for a financial review as the new year approaches? Discover three simple steps to organize your budget, tax information, and future plans to make your next meeting more productive.
December 10, 2024
Find out more Retirement Plan Services
New 401k Rules: Balancing Access and Savings
When considering short-term funding options, participants are often advised to avoid tapping into their 401(k) accounts through loans or hardship withdrawals, as early withdrawals can impede long-term retirement savings.
December 10, 2024
Find out more
Wealth Services
Monthly Market and Economic Update - November 2024
Read about the latest insights on the market and economy from our Director of Investments, Bob Janson.
December 9, 2024
Find out more Wealth Services
Weekly Market Update
Stocks were mixed during the first trading week of December. Technology stocks led, while the widely followed Dow Jones Industrial Average struggled.
December 9, 2024
Find out more