our insights

Asset allocation: A phrase that consistently gets overlooked in the investment management industry. An industry that devotes an enormous amount of time and resources to security selection — whether it is manager due diligence, entry point timing, identifying stocks with breakout potential, and so on. It is where fees are justified, where broadcast programs focus, […]

Trademark Financial’s April 2026 market update covers the 10.4% U.S. stock rally, 30-year Treasury at 5%, earnings growth drivers, and updated domestic-to-foreign allocation views.

Market Update 1. Exactly a month ago, Europe was outperforming the U.S. year-to-date by over 7% (8.2% to 1.1%).  Today that spread is less than 2% (-4.4% to -6.2%).  As bad as things have been here in March, overseas it has been worse (except for Latin America).  Asia saw their 14% rally erode, settling with […]