Alera Group Insights

Perspectives from our thought leaders and experts across the country.

AREAS OF EXPERTISE

Wealth Services

Retirement Planning Through a Financial Literacy Lens

A strong retirement plan goes beyond saving—it requires tax-smart strategies, income planning, and long-term flexibility. Learn how financial literacy can help you get the most from your retirement years.

April 17, 2025

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Wealth Services

Weekly Market Update

Stocks ended the week with a strong gain as traders continued to focus on tariff talks while appearing to overlook upbeat news on inflation.

April 14, 2025

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Wealth Services

Monthly Market and Economic Update - March 2025

Read about the latest insights on the market and economy from our Director of Investments, Bob Janson.

April 10, 2025

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Wealth Services

Financial Literacy Is a Lifelong Journey—Here’s How to Stay on Track

Financial literacy isn’t just about budgeting—it's about making smart, strategic decisions at every life stage. Explore ways to stay financially sharp as your goals and priorities evolve.

April 9, 2025

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Wealth Services

Weekly Market Update

Stocks fell broadly last week as domestic and foreign markets reacted to the White House’s tariffs.

April 7, 2025

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Wealth Services

Weekly Market Update

Stocks moved lower last week as investors swung from exuberance to disappointment on news over tariffs and inflation.

March 31, 2025

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Wealth Services

Weekly Market Update

Stocks notched a solid gain last week as upbeat comments from the Fed helped stocks snap their four-week losing streak.

March 24, 2025

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Wealth Services

Warning Signs That May Trigger a Tax Audit

Certain tax return details can increase the likelihood of an IRS audit. Learn which income levels, deductions, and financial reporting mistakes may raise red flags and how to avoid unwanted scrutiny.

March 18, 2025

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Wealth Services

Weekly Market Update

Investors endured another volatile, whipsaw week as ongoing trade talks and White House comments about the economy unsettled investors.

March 17, 2025

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