Alera Group Insights

Perspectives from our thought leaders and experts across the country.

AREAS OF EXPERTISE

Wealth Services

The Birth Of Modern Finance – Literary Reads

Have you ever wondered where our modern-day financial system came from? It was built on thousands of years of history and trial and error. Read on for our financial history recommendations!

June 12, 2024

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Wealth Services

Weekly Market Update

Stocks rose last week despite conflicting stories from economic reports.

June 11, 2024

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Wealth Services

Monthly Market and Economic Update - May 2024

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

June 10, 2024

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Wealth Services

Money Saving Tips For Planning Your Next Vacay

The desire to travel is a common goal for many. Let’s make sure your savings and hard work let you get away – to enjoy somewhere new, decompress, or just go on an adventure!

June 4, 2024

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Wealth Services

Weekly Market Update

Stocks edged lower in the final week of May as fresh news on economic growth and inflation failed to inspire investors.

June 3, 2024

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Wealth Services

Weekly Market Update

Last week's stock performance was mixed, following investors' reaction to the Fed's May meeting minutes, while a handful of mega-cap tech companies created a buzz with their news.

May 28, 2024

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Wealth Services

Journey to Retirement: The Role of Long-Term Disability Insurance

Disability insurance is a critical, yet often overlooked, aspect of planning for your retirement. Learn why disability insurance is essential for income protection and preserving retirement savings, while offering practical steps to integrate it into your retirement strategy.

May 22, 2024

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Wealth Services

Weekly Market Update

Stocks notched a solid gain last week in a mega-cap, tech-led rally bolstered by positive inflation news.

May 20, 2024

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Wealth Services

Can Group, Private Disability Policies Work Together?

A 20-year-old has more than a 25% chance of becoming disabled before retirement age, potentially leading to significant financial hardship. While employer-provided disability coverage can help, it often falls short, making supplemental personal policies crucial for adequate income protection.

May 15, 2024

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