Wealth Services
Weekly Market Update
Stocks roared higher last week, powered by upbeat trade news and tame inflation reports.
May 19, 2025
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AREAS OF EXPERTISE
Employee Benefits
Agencies Push Pause Button on Enforcement of MHPAEA 2024 Final Rule
On May 15, 2025, the Department of Labor, Department of Health and Human Services, and the Treasury Department (collectively, the “Agencies”) released a statement regarding the Agencies’ recent request for abeyance of a lawsuit filed by the ERISA Industry Committee (“ERIC”) in the U.S. District Court for the District of Columbia that challenged certain aspects of Mental Health Parity and Addiction Equity Act (MHPAEA) Final Rule (“2024 Final Rule”) relating to nonquantitative treatment limitation comparative analyses (“NQTL analyses”).
May 16, 2025
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Wealth Services
The Practical Value of Insuring Against Life’s Risks
Unexpected events can derail even the best-laid financial plans, yet many people remain underinsured. This article explores how the right coverage can help protect your income and support your long-term goals.
May 16, 2025
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Stocks were mixed last week as volatility dropped despite ongoing trade concerns and the Federal Reserve's update on short-term rates.
May 12, 2025
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Monthly Market and Economic Update - April 2025
Read about the latest insights on the market and economy from our Director of Investments, Bob Janson.
May 7, 2025
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Weekly Market Update
Stocks pushed higher last week as investors cheered the White House’s constructive comments on trade, upbeat Q1 corporate reports, and an encouraging jobs report.
May 5, 2025
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IRS Releases 2026 HSA Contribution Limits and HDHP Deductible and Out-of-Pocket Limits
In Rev. Proc. 2025-19, the IRS released the inflation adjusted amounts for 2026 relevant to Health Savings Accounts (HSAs) and high-deductible health plans (HDHPs). The table below summarizes those adjustments and other applicable limits.
May 5, 2025
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Severe Weather Is Getting Worse. Is Your Business Interruption Insurance Keeping Up?
The increasing frequency and severity of weather- and climate-related events such as catastrophic storms, floods and wildfires make business continuity planning more important than ever. Part of your plan should include reviewing your organization's Business Interruption Insurance coverage.
May 5, 2025
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Wealth Services
Balancing Group and Individual Disability Coverage
Most employer disability plans don’t fully replace your income — and benefits may be taxable. Learn how combining group and individual coverage can help protect your earnings if you're unable to work.
May 2, 2025
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