Wealth Services
Monthly Market and Economic Update - June 2024
Read about the latest insights on the market and economy from our Director of Investments, Bob Janson.
July 9, 2024
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AREAS OF EXPERTISE
Property and Casualty
Today’s Special: Resilience as Restaurants Navigate Tough Insurance Market
At a time when the National Restaurant Association projects sales topping $1 trillion for the first time ever this year, the future for businesses in this notoriously risky industry nevertheless seems more precarious than ever. In this business climate, robust risk management and an expertly designed insurance program couldn't be more important.
July 9, 2024
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Wealth Services
Weekly Market Update
Stocks steadily advanced over the holiday week thanks to strength in mega-cap tech issues and encouraging jobs data.
July 8, 2024
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When It Comes to 401(k) Beneficiaries, Where There’s a Will There Isn’t Necessarily a Way
Beneficiary designations are a critical yet often neglected aspect of retirement plans. Many participants mistakenly believe that their retirement plan assets will be distributed according to their will or trust. However, retirement accounts are governed by their own rules, meaning the named beneficiary on the account will typically inherit the funds, regardless of other estate planning documents.
July 2, 2024
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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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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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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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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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