our insights
Stay informed with perspectives from our investment team:
Featured
July 27, 2026
by Sam Glubka, CIMA®
The Big Stories of 2Q26
Read about the various events of the second quarter of 2026 and what to anticipate in the current state of the market.
Our Latest Insights
April 25, 2023
by Mark Carlton, CFA®
Quarterly Market Perspective for 1Q23
Summary The markets experienced as much volatility last quarter as we normally see in a full year, but it was mostly to the upside. ...
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March 2, 2023
by Mark Carlton, CFA®
Trademark Market Perspective for 3/2/2023
Trademark Financial Market Update – March 2, 2023 I am inclined to see the stock market as a tug of war between bullish (upward) and...
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January 25, 2023
by Mark Carlton, CFA®
Quarterly Market Perspective for 4Q22
Summary First of all, we are happy to report that the fourth quarter of 2022 was a positive one for both stocks and bonds. This allowed...
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