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
Find out moreStocks steadily advanced over the holiday week thanks to strength in mega-cap tech issues and encouraging jobs data.
July 8, 2024
Find out moreBeneficiary 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
Find out moreWhen 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
Find out moreStocks finished the last week of June and Q2 mixed as investors digested a fresh round of economic data.
July 1, 2024
Find out moreIf 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
Find out moreSurety 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
Find out moreStocks 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
Find out moreThe year is still young! Even if your review reveals a diversion from your goals, there is still time to modify and put things back on track. Identify the areas that require a bit of extra attention and make needed changes to improve them by the end of the year.
June 20, 2024
Find out moreAfter six consecutive years of steep Property Insurance rate increases, many organizations in real estate development and property management may finally experience a more palatable renewal.
June 18, 2024
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