Wealth Services
Weekly Market Update
Stocks rose last week despite conflicting stories from economic reports.
June 11, 2024
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AREAS OF EXPERTISE
Wealth Services
Monthly Market and Economic Update - May 2024
Read about the latest insights on the market and economy from our Director of Investments, Bob Janson.
June 10, 2024
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Legal Alert: PCORI Fees Due by July 31, 2024
Employers that sponsor self-insured group health plans, including health reimbursement arrangements (HRAs) should keep in mind the upcoming July 31, 2024, deadline for paying fees that fund the Patient-Centered Outcomes Research Institute (PCORI) via Form 720, which was recently updated and released by the IRS.
June 7, 2024
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Wealth Services
Money Saving Tips For Planning Your Next Vacay
The desire to travel is a common goal for many. Let’s make sure your savings and hard work let you get away – to enjoy somewhere new, decompress, or just go on an adventure!
June 4, 2024
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Weekly Market Update
Stocks edged lower in the final week of May as fresh news on economic growth and inflation failed to inspire investors.
June 3, 2024
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Legal Alert: CMS Redesigns the Medicare Part D Prescription Drug Program Beginning in 2025
As a result of the changes to Medicare Part D under §11201 of the Inflation Reduction Act of 2022, on April 1, 2024, CMS released Final Redesign Program Instructions (“Final Program Instructions”) for the Medicare Part D prescription drug program, which are effective starting in 2025.
May 30, 2024
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Weekly Market Update
Last week's stock performance was mixed, following investors' reaction to the Fed's May meeting minutes, while a handful of mega-cap tech companies created a buzz with their news.
May 28, 2024
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Journey to Retirement: The Role of Long-Term Disability Insurance
Disability insurance is a critical, yet often overlooked, aspect of planning for your retirement. Learn why disability insurance is essential for income protection and preserving retirement savings, while offering practical steps to integrate it into your retirement strategy.
May 22, 2024
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Litigation Necessitating a Layered Approach to Professional Liability Insurance
Professionals face heightened exposure due to increased litigation, much of it fueled by third-party financing and resulting in so-called nuclear verdicts. The increase in both frequency and severity of losses underscores the importance of securing comprehensive Professional Liability Insurance with sufficient limits, a solution that may require one or more excess layers on top of the underlying coverage.
May 21, 2024
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