Wealth Services
Weekly Market Update
Stocks finished the week mixed, bookending losses around midweek gains as investors digested fresh inflation data.
December 16, 2024
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AREAS OF EXPERTISE
Employee Benefits
IRS Releases PCORI Fee For Plan Years Ending Before October 1, 2025
The IRS has released Notice 2024-83, which sets the applicable PCORI fee for plan years ending between October 1, 2024, and September 30, 2025, at $3.47 per covered life.
December 12, 2024
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Property and Casualty
It’s Here! — Alera Group’s Fifth Annual 'Property and Casualty Market Outlook'
Alera Group's "2025 Property and Casualty Market Outlook" is your guide to making informed decisions regarding your business and personal insurance coverage.
December 12, 2024
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Wealth Services
Three Steps to Get Ready for Your Review
Preparing for a financial review as the new year approaches? Discover three simple steps to organize your budget, tax information, and future plans to make your next meeting more productive.
December 10, 2024
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New 401k Rules: Balancing Access and Savings
When considering short-term funding options, participants are often advised to avoid tapping into their 401(k) accounts through loans or hardship withdrawals, as early withdrawals can impede long-term retirement savings.
December 10, 2024
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Wealth Services
Monthly Market and Economic Update - November 2024
Read about the latest insights on the market and economy from our Director of Investments, Bob Janson.
December 9, 2024
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Weekly Market Update
Stocks were mixed during the first trading week of December. Technology stocks led, while the widely followed Dow Jones Industrial Average struggled.
December 9, 2024
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What Retirement Planning Isn’t
Americans believe they need nearly $1.5 million to retire comfortably, a number that has soared by more than 50% since 2020, according to Northwestern Mutual’s 2024 Planning & Progress Study.
December 5, 2024
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The Role of Donor-Advised Funds in Philanthropy
Donor-advised funds (DAFs) are transforming philanthropy by offering tax advantages, flexibility, and a streamlined way to support causes over time. Explore how these funds empower strategic giving while fostering meaningful impact and multigenerational generosity.
December 4, 2024
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