Wealth Services
Weekly Market Update
Stocks notched a solid gain last week in a mega-cap, tech-led rally bolstered by positive inflation news.
May 20, 2024
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AREAS OF EXPERTISE
Wealth Services
Can Group, Private Disability Policies Work Together?
A 20-year-old has more than a 25% chance of becoming disabled before retirement age, potentially leading to significant financial hardship. While employer-provided disability coverage can help, it often falls short, making supplemental personal policies crucial for adequate income protection.
May 15, 2024
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Legal Alert: HIPAA Privacy Rules Amended to Require Protection of Reproductive Healthcare Information
On April 26, 2024, the Office for Civil Rights (OCR) at the U.S. Department of Health and Human Services (“HHS”) issued a Final Rule amending the HIPAA Privacy Rule.
May 15, 2024
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Retirement Plan Services
Millennials Redefining Retirement
Millennials are reshaping retirement, prioritizing financial freedom over age. Discover their varied retirement plans and challenges like money dysmorphia and debt management.
May 14, 2024
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Property and Casualty
Perfect Storm Hitting Personal Lines of Insurance
A convergence of disruptive forces is hitting the market for personal lines of insurance in 2024, making it extremely challenging for insurers to provide coverage personal property and casualty (P&C) coverage, particularly Home and Auto Insurance.
May 14, 2024
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Employee Benefits
IRS Releases 2025 HSA Contribution Limits and HDHP Deductible and Out-of-Pocket Limits
In Rev. Proc. 2024-25, the IRS released the inflation-adjusted amounts for 2025 relevant to Health Savings Accounts (HSAs) and high deductible health plans (HDHPs). The table below summarizes those adjustments and other applicable limits.
May 13, 2024
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Weekly Market Update
Stocks notched a solid gain last week as rate-cut expectations paced the rally as the Q1 earnings season wound down.
May 13, 2024
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Monthly Market and Economic Update - April 2024
Read about the latest insights on the market and economy from our Director of Investments, Bob Janson.
May 8, 2024
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Affordable Housing Providers Hardest-Hit in Insurance Market for Nonprofits
Adding to significant challenges including labor shortages and reduced funding, nonprofit organizations are experiencing increasing difficulty in securing adequate property and casualty insurance. Premiums are increasing, deductibles are escalating, and the number of carriers willing to engage with nonprofits continues to shrink. These challenges underscore the importance of partnering with an experienced insurance broker who specializes in serving nonprofit organizations.
May 7, 2024
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