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Associated Benefits and Risk Consulting – Wealth Management


Trend Study: MarketPulse 2020

Introducing our 2020 MarketPulse trend report, where we discuss what our clients and other employers are doing to manage risks, promote employee productivity and morale, reduce costs and improve their organizations as a whole. This year's trend study report focuses on strategies employers can use to respond to the constant changes and challenges they face today including exploring cost-saving options to combat increasing healthcare costs, offering financial wellness and benefits strategies to address employees' personal financial challenges and improve engagement and productivity, implementing strategies to effectively manage workplace injuries and reduce the overall cost of claims and responding to the risk of business disruption and ever-evolving cybersecurity threats. In addition to a discussion of each trend, you will find supporting materials at

Download the PDF: MarketPulse 2020

Effective leadership is not accidental

Managers are hired or promoted into elevated roles within an organization to fulfill specific duties, including overseeing the tasks assigned to others. Often times the decision to place managers in these elevated positions does not take into consideration whether or not they have the skills and tools necessary to effectively communicate with, direct and guide their subordinates. A leader, on the other hand, is a person who inspires and directs people. 

The Opportunity Zone program: A great way to make tax-advantaged investments while supporting underserved communities

The 2017 tax overhaul bill received a lot of attention for its changes to the tax treatment of real estate and other asset classes. The bill’s “Investing in Opportunity Act” didn’t receive nearly as much attention at the time, but investors are starting to warm to the possibilities of tax-advantaged, socially impactful real estate investments through the Opportunity Zone program.