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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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
Find out more 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
Find out more Stocks rallied last week as investors responded to upbeat economic data and easing trade tensions.
June 9, 2025
Find out more Read about the latest insights on the market and economy from our Director of Investments, Bob Janson.
June 6, 2025
Find out more 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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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
Find out more June is the perfect time to hit pause and take a thoughtful look at your financial picture. Whether this year has brought surprises, progress, or a mix of both, a mid-year check-in helps ensure you're heading into the second half with clarity and purpose.
June 2, 2025
Find out more Stocks advanced over the short trading week, bolstered by a possible trade deal with the European Union (EU) and an upbeat corporate report from a mega-cap tech company that creates semiconductors used in the creation of artificial intelligence.
June 2, 2025
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