Wealth Services
Weekly Market Update
Stocks had a mixed, see-saw week as disappointing corporate reports unsettled investors who appeared to rotate away from some leading groups in favor of other names.
July 29, 2024
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AREAS OF EXPERTISE
Property and Casualty
The Importance of P&C Insurance in Physician Group Acquisitions
Risks involving patients as well as practicing physicians make it imperative that groups positioning themselves for acquisition fortify themselves with a program of robust risk management and customized property and casualty (P&C) insurance.
July 29, 2024
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Property and Casualty
Assisted Living and Skilled Nursing Sector Vulnerable to Cyber Threats and Staffing Mandates
After a challenging 2023, Property Insurance rates are more stable midway through 2024. However, environmental exposures, new staffing mandates and cyber threats persist. And with over 16,900 skilled nursing facilities and 30,600 assisted living communities in the U.S. accommodating millions of residents, the sector faces unique challenges.
July 23, 2024
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Weekly Market Update
Stocks were under pressure last week as investors appeared to rotate out of mega-cap tech stocks and into areas that may benefit from lower interest rates.
July 22, 2024
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The Magic Number Gap: Bridging the Divide Between Expectations and Reality
A troubling trend has emerged in the retirement planning space: The “magic number” — or amount of money Americans believe they need to retire comfortably — has surged to an all-time high, even as actual retirement savings have declined. This growing disparity or “magic number gap,” highlights a significant and escalating challenge for both participants and plan sponsors.
July 17, 2024
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Two Proven Methods to Pay Off Debt
As you’re thinking about how to pay off your current debt, you may be wondering how to prioritize. The two most common debt prioritization strategies are the snowball method and the avalanche method.
July 16, 2024
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Why a Crop Insurance Broker Is an Essential Partner for Agricultural Producers
In a volatile environment for agriculture business, a thorough, customized program of risk management and property and casualty insurance ― including Crop Insurance ― is essential. And for that, farmers, ranchers and other growers need to work with a certified Crop Insurance broker.
July 16, 2024
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Weekly Market Update
Stocks advanced last week as market leadership shifted amid fresh inflation data and quarterly corporate reports starting to roll in.
July 15, 2024
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Paying Off Debt? Start Here
Part of prudently managing debt is making sure you have a plan to repay what you borrow. Of course, any plan starts with a solid grasp of your budget and a full emergency fund! While it may seem counterproductive to begin with saving before paying down debt, let’s discuss why these two planks make the best foundation.
July 11, 2024
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