Wealth Services
Weekly Market Update
U.S. stocks slipped over the shortened trading week as Q1 corporate reports started to roll in.
April 21, 2025
Find out more
AREAS OF EXPERTISE
Wealth Services
Retirement Planning Through a Financial Literacy Lens
A strong retirement plan goes beyond saving—it requires tax-smart strategies, income planning, and long-term flexibility. Learn how financial literacy can help you get the most from your retirement years.
April 17, 2025
Find out more Employee Benefits
Deadline for San Francisco Health Care Security Ordinance is approaching
The annual San Francisco Health Care Security Ordinance (SF HCSO) reporting by employers that have employees who work in the City of or County of San Francisco is due by May 2, 2025. Employers should be aware of the upcoming deadline even if they are not located in San Francisco.
The SF HCSO requires large and medium-sized employers to provide covered employees with benefits equal to or greater than the expenditure rate. Covered employees are those who have been employed for more than 90 days and who regularly work at least eight hours per week within the City of and County of San Francisco.
April 14, 2025
Find out more
Property and Casualty
International Roadcheck Is May 13-15. Is Your Commercial Transportation Fleet Ready?
For 72 hours next month, commercial motor vehicles and drivers throughout North America will be subject to what the Commercial Vehicle Safety Alliance (CVSA) calls a “high-visibility, high-volume” inspection and regulatory compliance enforcement initiative.
The annual event, known as the International Roadcheck, will take place at weigh and inspection stations, temporary sites and locations selected by mobile patrols from May 13-15 in the United States, Canada and Mexico.
April 14, 2025
Find out more
Wealth Services
Weekly Market Update
Stocks ended the week with a strong gain as traders continued to focus on tariff talks while appearing to overlook upbeat news on inflation.
April 14, 2025
Find out more Wealth Services
Monthly Market and Economic Update - March 2025
Read about the latest insights on the market and economy from our Director of Investments, Bob Janson.
April 10, 2025
Find out more Wealth Services
Financial Literacy Is a Lifelong Journey—Here’s How to Stay on Track
Financial literacy isn’t just about budgeting—it's about making smart, strategic decisions at every life stage. Explore ways to stay financially sharp as your goals and priorities evolve.
April 9, 2025
Find out more Wealth Services
Weekly Market Update
Stocks fell broadly last week as domestic and foreign markets reacted to the White House’s tariffs.
April 7, 2025
Find out more Property and Casualty
Improving Transportation Fleet Safety Through Gamification
The COVID-19 pandemic pushed companies to find creative ways to engage employees as isolation hit an all-time high. Many turned to gamification — the application game mechanics such as points, badges and leaderboards to everyday tasks — to reconnect with staff and improve retention, especially around key initiatives like safety. It’s a concept so suitable for the transportation industry, it could have been conceived with truckers and other commercial auto drivers in mind.
April 7, 2025
Find out more