Alera Group Insights

Perspectives from our thought leaders and experts across the country.

AREAS OF EXPERTISE

Financial Institutions Quarterly Insights 4th Quarter 2026

"As the war with Iran continued, oil prices rose from $69 per barrel to more than $100 by quarter-end, contributing to a steady rise in interest rates. It was one of the largest..."

October 16, 2026

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Municipal Quarterly Insights 3rd Quarter 2026

"The deterioration in prospects for peace in the war with Iran has turned what markets initially

viewed as a transitory energy-price shock into something more persistent. Since the start of

the third quarter, Brent crude has..."

October 15, 2026

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Financial Institutions Quarterly Insights 3rd Quarter 2026

"As we begin the 3rd quarter, energy prices have been falling and the economy is growing slowly. Memory-related stocks have..."

July 17, 2026

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Municipal Quarterly Insights 2nd Quarter 2026

"The conflict between the U.S. and Iran created an “on again, and off again” environment of confusion. At some point, declaring that a deal has..."

July 16, 2026

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Financial Institutions Quarterly Insights 2nd Quarter 2026

Interest rates increased slightly during the quarter with the 2-year maturity and the 5-

year maturity Treasury movements being the most pronounced. Bond indices posted

mixed returns for...

April 22, 2026

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Municipal Quarterly Insights 1st Quarter 2026

Interest rates rose over the course of the first quarter of 2026. At the margin, some of the moves may be attributed to stubbornly persistent inflation. Labor market metrics have been...

April 21, 2026

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Financial Institutions Quarterly Insights 4th Quarter 2025

TONY ALBRECT & PATRICK LARSON Q4 Strategy

January 13, 2026

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Municipal Quarterly Insights 4th Quarter 2025

PATRICK LARSON Q4 Review - The Fed Eases

January 12, 2026

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Financial Institutions Insights 3rd Quarter 2025 Q4 Strategy

TONY ALBRECHT & PATRICK LARSON Q4 Strategy

The 3rd quarter was very good for many investors. Interest rates declined, the Fed lowered the fed funds rate by 25 basis points, the NASDAQ advanced 11% and the S&P 500 increased 7%.

October 15, 2025

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THOUGHT LEADERSHIP

Corporate Insight

Legal Alert: Recent Federal Compliance Updates for Health and Welfare Plans

The federal agencies have recently released several pieces of guidance that are of interest to employers who sponsor group health plans and dependent care assistance programs (DCAPs). The following describes these recent updates in more detail.

October 7, 2026

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Legal Alert: Medicare Part D Notice Reminder

Employers that provide prescription drug coverage must disclose to plan participants (including COBRA participants) who are eligible for Medicare Part D whether the prescription drug coverage provided under the group health plan is creditable or non-creditable. Employers should send the notices by October 15.

October 5, 2026

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Two Alera Group Interns Awarded 2026 CIAB Scholarships

We are proud to celebrate two members of our 2026 summer internship program who have been selected as recipients of The Council Foundation's CIAB Scholarship.

July 31, 2026

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