Weekly Market Update | January 30th, 2023

January 30, 2023

Stocks added to their early 2023 gains amid a busy stream of mixed corporate earnings results and conflicting economic data. The Dow Jones Industrial Average gained 1.81%, while the Standard &... Read more »

Q1 2023 State of the Markets Review

January 27, 2023

Robert Janson, Senior Vice President, Senior Portfolio Manager, Alera Investment Advisors, provided an in-depth analysis of the key drivers of economic activity in the United States for the quarter.... Read more »

Weekly Market Update | January 23, 2023

January 23, 2023

Stocks showed mixed results last week as recession fears resurfaced in response to weak economic data and a tepid start to a new corporate earnings season. The Dow Jones Industrial Average... Read more »

Weekly Market Update | January 17th, 2023

January 17, 2023

Stocks rallied last week thanks to fresh confirmation of inflation’s cooling trend and growing optimism that an inflation slowdown may provide the Fed with space to ease up on future rate... Read more »

Find That Lost Retirement Account

January 11, 2023

Find That Lost Retirement Account Do you have a long-lost retirement account left with a former employer? Maybe it’s been so long that you can’t even remember. With... Read more »

Weekly Market Update | January 9th, 2023

January 9, 2023

A strong Friday rally triggered by fresh signs of moderating inflation pushed stocks into positive territory to begin the new year. The Dow Jones Industrial Average rose 1.46%, while the... Read more »

Monthly Market Update – December 2022

January 6, 2023

CURRENT MARKET AND ECONOMIC CONDITIONS In December, the S&P 500 Index was down 5.76%, while the Bloomberg Barclays US Aggregate Bond Index was down 0.45% and the... Read more »

2023 State of the Markets Review

December 28, 2022

Join us for our quarterly market review webinar series! First Quarter: January 25 @ 11AM CST Second Quarter: April 26 @ 11AM CDT Third Quarter: July 26 @ 11AM CDT Fourth Quarter: October 25 @... Read more »

The Lowdown on Those Free Credit Scores

December 23, 2022

The Fair and Accurate Credit Transaction Act of 2003 provided individuals with valuable rights to the credit information companies keep on them, but did you know that the credit score provided to you... Read more »

Managing Money as a Couple

December 23, 2022

When you marry or simply share a household with someone, your life changes—and your approach to managing your money may change as well. The good news is it’s usually not so difficult. At some... Read more »