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.
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Market Perspective
June 9, 2026
by Mark Carlton, CFA®
Trademark Market Update of May 29.2026
Monthly market update covering AI sector froth, bond market outlook, oil prices, and historical IPO bubble comparisons. Includes required disclosure.
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May 6, 2026
by Mark Carlton, CFA®
Trademark Market Update — April 30, 2026
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…
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March 30, 2026
by Mark Carlton, CFA®
Trademark Update – March 27, 2026
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%…
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March 4, 2026
by Mark Carlton, CFA®
Trademark Update – February 27, 2026
End of February Market Update This may be the biggest AI month in terms of impact that we’ve had so far. Markets had priced in winners before, but in…
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December 1, 2025
by Mark Carlton, CFA®
Trademark Update November 30, 2025
End of November Market Update. The top story in November was the surge in both gold and silver. Gold is up 60.3% year-to-date and 9% so far this quarter…
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November 4, 2025
by Mark Carlton, CFA®
Trademark Update – October 31, 2025
End of October Market Update · This was a huge month for biotechnology. Biotech is a very long duration asset (many companies are far from their first…
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September 2, 2025
by Mark Carlton, CFA®
End of August Market Thoughts
Growth stocks seem a little tired. Give them credit where it is due, they have sizzled over the last few months. However, in the wake of Nvidia’s…
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August 1, 2025
by Mark Carlton, CFA®
Market Thoughts August 1, 2025
This morning’s Unemployment Report was a shocker! The 73,000 July figure was disappointing as 110,000 was expected, but it was hardly a market mover in and of…
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April 4, 2025
by Mark Carlton, CFA®
Market Thoughts April 4, 2025
In negotiations, it can be valuable to create the impression that you are willing to take bigger risks than your adversary. Oftentimes,...
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Investment Insights for Advisors
Ongoing market commentary and portfolio research from the team that manages the portfolios — designed to support the conversations you have with clients.
Portfolio Strategy
Longer-form research on portfolio construction — asset allocation, structure, and how we manage risk across stocks, bonds, and beyond.
Quarterly Perspective
A deeper review published each quarter — the events that mattered, the themes beneath them, and what we are watching next.
The Trademark Take
A weekly look at the charts our investment team is watching, and what they suggest for portfolio management.