Alera Group Insights

Perspectives from our thought leaders and experts across the country.

AREAS OF EXPERTISE

Wealth Services

Weekly Market Update

Stocks posted solid gains over a short and busy holiday week as investors parsed fresh economic data, comments on potential future trade policy, and a few Q3 reports from technology companies.

December 2, 2024

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Wealth Services

6 Tips for Philanthropic Giving

Explore how thoughtful philanthropic giving can align with your values, create a lasting legacy, and provide potential tax benefits. Learn strategies to maximize your impact, choose the right assets, and integrate giving into your financial plan.

November 25, 2024

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Wealth Services

Weekly Market Update

Stocks advanced last week, powering ahead with pre-holiday optimism despite geopolitical tensions and two disappointing Q3 corporate updates.

November 25, 2024

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Wealth 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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Wealth Services

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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Wealth Services

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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Wealth Services

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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Wealth Services

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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Wealth Services

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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