Wealth Services
Weekly Market Update
Stocks moved higher last week, continuing to build on the momentum generated after the Federal Reserve decided to cut short-term rates by 0.50 percent.
September 30, 2024
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AREAS OF EXPERTISE
Property and Casualty
What To Do About the High Cost of Insurance for Transportation and Logistics Companies
Here’s a close look at three major insurance challenges for transportation and logistics companies, along with practical steps you can take to address them.
September 26, 2024
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Wealth Services
The Fine Print of Insurance
Insurance policies can be more flexible than many realize, offering optional features known as "riders" that can be customized to suit individual needs. From accessing funds in case of a terminal illness to adding more coverage later without additional medical exams, these options can enhance your financial plan.
September 24, 2024
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Weekly Market Update
Stocks moved higher last week after the Federal Reserve’s half-point rate cut, bolstered by multiple data points supporting a cooling but still strong economy and decelerating inflation.
September 23, 2024
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Umbrella Insurance for Businesses: Peace of Mind in an Increasingly Unpredictable World
Whereas a skilled agent can help provide businesses with adequate insurance against property losses by following a predictable formula, the unpredictability of liability claims underscores how important it is for businesses to buy as much Umbrella/Excess Liability coverage as they can afford.
September 18, 2024
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Things to Know About Life Insurance
September is Life Insurance Awareness Month, a perfect time to explore lesser-known facts about life insurance, from the differences between term and permanent policies to common misconceptions about costs and coverage for those with health conditions. Discover the flexibility and added benefits available through policy riders.
September 17, 2024
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Weekly Market Update
Stocks rallied last week as investors received better-than-expected consumer and producer inflation data.
September 16, 2024
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Monthly Market and Economic Update - August 2024
Read about the latest insights on the market and economy from our Director of Investments, Bob Janson.
September 12, 2024
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General Liability Insurance in 2024: Navigating a Complex Landscape
While some aspects of General Liability Insurance have largely turned a corner from a prolonged hard market, the outlook in other areas looks much less cheery. Overall, the market has finally improved after several challenging years, offering signs of stabilization.
September 12, 2024
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