Weekly Market Update
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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AREAS OF EXPERTISE
Wealth Services
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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Wealth Services
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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Property and Casualty
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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Employee Benefits
A Challenge for Mental Health Awareness Month: Make It Enjoyable
Achieving and maintaining wellbeing takes work, but that doesn’t mean it can’t be enjoyable and even fun. May is Mental Health Awareness Month, and with that comes Alera Group’s annual Mental Health Awareness Toolkit, this year featuring something we believe employers and their entire organizations will really enjoy: the 31-Day Challenge for Positive Wellbeing.
April 29, 2025
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Weekly Market Update
Stocks pushed higher last week, spurred by the White House's reassuring comments that progress was being made with trade talks.
April 28, 2025
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Teaching the Next Generation: Financial Literacy as a Family Value
Teaching financial skills to the next generation helps protect more than just wealth—it preserves your values. Discover practical ways to pass on knowledge and confidence along with your legacy.
April 21, 2025
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Weekly Market Update
U.S. stocks slipped over the shortened trading week as Q1 corporate reports started to roll in.
April 21, 2025
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