Financial Services
Weekly Market Update
Stocks fell last week as the postelection rally lost momentum amid an inflation uptick and cautious comments from Fed officials.
November 18, 2024
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AREAS OF EXPERTISE
Financial Services
The Importance of Long-Term Thinking During Interest Rate Changes
The Federal Reserve’s recent 50 basis point interest rate cut, with more reductions expected by year’s end, may leave employees wondering what it means for their retirement savings — and their overall financial picture.
November 14, 2024
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Increasing 401(k) Balances Can Bring Increased Risk
By the second quarter of this year, the number of “401(k) millionaires” rose 2.5% from Q1, marking a record high according to Fidelity.
November 14, 2024
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What to look for in an extended-care policy
Extended-care coverage can be complex. Here’s a list of questions to ask that may help you better understand the costs and benefits of these policies.
November 13, 2024
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Weekly Market Update
Stocks surged higher last week, fueled by the Fed’s rate cut decision and post-election enthusiasm as investors looked to future policy impacts of a Republican-controlled Senate and executive branch. (The House of Representatives remains undecided.)
November 12, 2024
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Monthly Market and Economic Update - October 2024
Read about the latest insights on the market and economy from our Director of Investments, Bob Janson.
November 7, 2024
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Understanding Extended Care
The potential risks of extended-term care expenses may be one of the biggest financial challenges for individuals who are developing a retirement strategy.
November 6, 2024
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IRS Limits on Retirement Benefits and Compensation
Stay informed with Alera Group’s 2025 IRS Retirement Contribution Limits Guide. This insight offers a clear overview of the updated limits for 401(k), IRA, and other essential retirement plans, helping individuals and employers make informed decisions and optimize retirement contributions for the year ahead.
November 5, 2024
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Weekly Market Update
Stocks posted modest gains last week, with quarterly earnings season in full swing and the election on the horizon.
October 21, 2024
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