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
December 13, 2021
by Mark Carlton, CFA®
Trademark Market Perspective for 12/13/2021
Follow-ups and New Thoughts: 1) November Employment Report The number of jobs created in November (210,000) may have been a...
Read More
October 28, 2021
by Mark Carlton, CFA®
Quarterly Market Perspective for 3Q21
Summary While it is technically true that the S&P 500 stock index added 0.58% in the third quarter, it really didn’t feel that way. ...
Read More
October 6, 2021
by Mark Carlton, CFA®
Trademark Market Perspective for 10/06/2021
Follow-ups and New Thoughts: So little happened this summer that every time I sat down to write about the concern of the moment, it...
Read More
Schedule a Consultation
If you prefer a scheduled conversation, we are available for introductory calls to discuss your needs and determine how our services may align with your practice or organization.
A Trusted Partner
We are committed to providing a clear, consistent experience grounded in fiduciary discipline and long-term perspective. Your inquiry will be handled with professionalism, confidentiality, and care.