Alera Group Insights

Perspectives from our thought leaders and experts across the country.

AREAS OF EXPERTISE

Wealth Services

Weekly Market Update

Stocks were mixed last week as investors parsed market-moving news nearly every trading day—from an unsettling AI update to White House news to Q4 corporate reports.

February 3, 2025

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Wealth Services

Weekly Market Update

Stocks rallied last week as investors reacted positively to a handful of better-than-expected corporate earnings reports and developments out of Washington, D.C.

January 27, 2025

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Wealth Services

Your Emergency Fund: How Much Is Enough?

Unexpected expenses can strike at any time, from home repairs to medical bills. Discover how building an emergency fund can help you navigate financial surprises and take the first steps toward creating one today.

January 21, 2025

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Wealth Services

Weekly Market Update

Stocks roared back last week, fueled by upbeat Q4 corporate reports and economic news that stalled inflationary fears.

January 21, 2025

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Wealth Services

Budget Check Up: Tax Time Is the Right Time

Tax season is the perfect time to review your budget. Use this opportunity to track spending, project future expenses, and align your finances with your goals.

January 14, 2025

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Wealth Services

Weekly Market Update

Stocks fell for the second consecutive week as a round of fresh economic data stoked inflationary fears among investors.

January 13, 2025

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Wealth Services

Three Ways to Set Goals You’ll Keep

Now is the perfect time to set meaningful goals if you haven't already but achieving them requires the right approach. Discover three proven strategies—SMART, OKR, and PACT—to help you create resolutions that stick and set the stage for lasting success.

January 7, 2025

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Wealth Services

Weekly Market Update

Stocks edged lower last week despite a powerful end-of-week rally.

January 6, 2025

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Wealth Services

2024 Year-End Review and Outlook

Navigating a year of market momentum and economic shifts, 2024 brought robust stock gains, tempered bond returns, and cautious optimism for 2025 amid evolving fiscal and monetary policies.

January 2, 2025

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