Alera Group, Inc.

Alera Group Insights

Perspectives from our thought leaders and experts across the country.

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

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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

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Wealth Services

Weekly Market Update

Stocks finished the week mixed, bookending losses around midweek gains as investors digested fresh inflation data.

December 16, 2024

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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

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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

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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

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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

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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

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Retirement Plan Services

What Retirement Planning Isn’t

Americans believe they need nearly $1.5 million to retire comfortably, a number that has soared by more than 50% since 2020, according to Northwestern Mutual’s 2024 Planning & Progress Study.

December 5, 2024

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