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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AREAS OF EXPERTISE
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
Find out moreFinancial 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
Find out moreMunicipal 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
Find out moreFinancial Institutions Quarterly Insights 4th Quarter 2025
TONY ALBRECT & PATRICK LARSON Q4 Strategy
January 13, 2026
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PATRICK LARSON Q4 Review - The Fed Eases
January 12, 2026
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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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PATRICK LARSON Q3 Review – Glad That’s Settled
People were feeling good about the prospects of an established global trading regime, with a base tariff rate of 10%, and “reciprocal” tariffs on roughly 60 countries.
October 14, 2025
Find out moreFinancial Institutions Insights 3rd Quarter 2025 Strategy
Markets finished the 2nd quarter in a pretty good mood. Interest rates on short to intermediate bonds fell slightly and longer-term rates rose slightly. Equities posted very solid gains despite a sharp decline in April as tariff uncertainty roiled equity markets.
August 27, 2025
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Corporate Insight
Property and Casualty
Commercial Real Estate Insurance Market Shows Signs of Relief, With Conditions
There are emerging signs that the commercial property insurance market is beginning to soften. However, the benefits of this shift are not being felt uniformly across all real estate portfolios.
July 16, 2026
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Employee Benefits
Legal Alert: Clients With Massachusetts Private PFML Plans Renewing After July 1, 2026
Alert for any employer with at least one employee in Massachusetts, even if the employee is remote.
June 30, 2026
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Employee Benefits
Legal Alert: PCORI Fees Due By July 31, 2026
This alert is of interest to all employers that sponsor self-insured group health plans, including Health Reimbursement Arrangements (HRAs). Note that the PCORI fee does not apply to most health FSAs.
June 29, 2026
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