Wealth Services
Weekly Market Update
Stocks edged lower last week despite a powerful end-of-week rally.
January 6, 2025
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AREAS OF EXPERTISE
Employee Benefits
The Market for Employee Benefits in 2025
Join Alera Group on January 16 from 1-2 p.m. CT as we highlight the key findings in our "2025 Employee Benefits Market Outlook" and discuss how trends in employee benefits may affect your business' offerings. The insights we’ll share and the questions we’ll answer will help you determine your benefits strategy for the months ahead.
January 6, 2025
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Wealth Services
2024 Year-End Review and Outlook
Navigating a year of market momentum and economic shifts, 2024 brought robust stock gains, tempered bond returns, and cautious optimism for 2025 amid evolving fiscal and monetary policies.
January 2, 2025
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New ACA-Related Laws Provide More Flexibility to Employers
On Monday, December 23, 2024, President Biden signed into law two bills, H.R. 3797 (the Paperwork Reduction Act) and H.R. 3801 (the Employer Reporting Improvement Act), which will positively impact applicable large employers (ALEs) and other entities required to furnish Forms 1095-B or 1095-C to individuals.
January 2, 2025
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Weekly Market Update
Stocks notched a slight gain over the holiday week. A tech-driven rally in the first half of the week was clawed back in the second half as investors took profits following the market holiday.
December 30, 2024
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Weekly Market Update
Stocks were under pressure last week as the Fed Chair's hawkish comments unsettled investors ahead of the holiday season.
December 23, 2024
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State of the Market for Employee Benefits in 2025
What are the needs and priorities of those in the workforce and the employment market? What are rival businesses offering to attract and retain the best the market has to offer? And what shifts are taking place in the market that employers should anticipate and prepare for? Alera Group’s 2025 Employee Benefits Market Outlook, scheduled for release on January 16, provides answers to those essential questions.
December 19, 2024
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Why a Financial Plan Matters
A financial plan is more than just numbers—it’s a personalized roadmap to help balance your current needs with future goals. Discover how a thoughtful plan can provide clarity, reduce financial stress, and guide you through life’s uncertainties with confidence.
December 17, 2024
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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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