Wealth Services
Weekly Market Update
Stocks 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
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AREAS OF EXPERTISE
Wealth Services
It’s Time For A Mid-Year Check-In
The 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
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Property Insurance Rate Increases Easing for Real Estate Sector
After 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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Wealth Services
Weekly Market Update
Stocks notched a solid gain last week, driven by the Fed’s decision, May's inflation report, and Apple’s AI-related news.
June 17, 2024
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The Birth Of Modern Finance – Literary Reads
Have you ever wondered where our modern-day financial system came from? It was built on thousands of years of history and trial and error. Read on for our financial history recommendations!
June 12, 2024
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How To Lower Healthcare Costs While Improving Benefit Offerings
Join us on June 20 for a one-hour webinar designed to help you eliminate wasteful healthcare spending while providing your employees with benefits that attract and retain talent. We’ll take you through our three-step solution.
June 11, 2024
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Wealth Services
Weekly Market Update
Stocks rose last week despite conflicting stories from economic reports.
June 11, 2024
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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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