Alera Group, Inc.

Alera Group Insights

Perspectives from our thought leaders and experts across the country.

AREAS OF EXPERTISE

Wealth Services

Major Life Event? It May Be Time for a Financial Review

When you have a major life event such as getting married, having a child, or buying a home, your financial situation and priorities may change. As your life changes, your financial decisions must stay in line with your goals, values, and needs. When these situations come up, it’s always a good idea to conduct a financial review. Evaluate your current situation, habits, and any additional needs to account for so you can be prepared.

July 1, 2024

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Wealth Services

Weekly Market Update

Stocks finished the last week of June and Q2 mixed as investors digested a fresh round of economic data.

July 1, 2024

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Employee Benefits

Benefits Benchmarking Webinar: What To Do With the Data

If you’re designing your company’s employee benefits program, you want to know what your peers and competitors are offering. Employee retention and talent acquisition are largely dependent on whether you offer a benefits package that meets or exceeds the standards of your industry, location and company size while managing costs in an increasingly expensive market for healthcare and pharmaceuticals. That’s why Alera Group places a high priority on using benchmarking data and analysis to inform and otherwise serve our clients.

July 1, 2024

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Property and Casualty

Surety: Market Stable for Time-Proven Protection

Surety bonds not only help prequalify contractors — saving valuable project time and money — but also help ensure superior performance compared to construction projects without bonds.

June 26, 2024

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Wealth Services

Weekly Market Update

Stocks edged higher over the four trading days last week, with the three major averages taking turns leading based on various economic and artificial intelligence (AI) news.

June 24, 2024

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Wealth Services

It’s Time For A Mid-Year Check-In

The year is still young! Even if your review reveals a diversion from your goals, there is still time to modify and put things back on track. Identify the areas that require a bit of extra attention and make needed changes to improve them by the end of the year.

June 20, 2024

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Property and Casualty

Property Insurance Rate Increases Easing for Real Estate Sector

After six consecutive years of steep Property Insurance rate increases, many organizations in real estate development and property management may finally experience a more palatable renewal.

June 18, 2024

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Wealth Services

Weekly Market Update

Stocks notched a solid gain last week, driven by the Fed’s decision, May's inflation report, and Apple’s AI-related news.

June 17, 2024

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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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