December 31, 2013
by Mark Carlton, CFA®
Trademark Perspective for December 30, 2013
Perhaps the cornerstone of the financial planner universe over the past 30 years is the 60/40 portfolio.
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Market Perspective
November 13, 2013
by Mark Carlton, CFA®
Market Perspective for 11/13/13
Today I am holding my ground in stocks. Though I see a lot of things that make me uncomfortable from an anecdotal standpoint, I am not ready to get defensive.
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October 8, 2013
by Mark Carlton, CFA®
More on the Government Shutdown
We’ve been receiving a fair amount of inquiries about the government shutdown and what it means for financial markets.
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September 30, 2013
by Mark Carlton, CFA®
Market Bulletin on the Looming Government Shutdown
Today, 9/30/13, the U.S. stock market is down but well off the lows set in the first half hour of trading.
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September 25, 2013
by Mark Carlton, CFA®
Market Commentary for 9.25.13
As an investor, you can choose to be either proactive or reactive. “Proactive” sounds so much better.
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April 15, 2013
by Mark Carlton, CFA®
Trademark Market Perspective for 4/15/13, Mark Carlton, CFA
The huge gain on April 10th in the stock market was accompanied by an advance-decline ratio of 4:1.
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April 3, 2013
by Mark Carlton, CFA®
Trademark Bulletin for 4/3/13
Despite an 89 point gain on the Dow Jones Industrial Average and an 8 point gain in the S&P 500 (both to record closing highs), the broad market fared poorly.
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February 26, 2013
by Mark Carlton, CFA®
Market Perspective for February 26, 2013
It is hard to find any stocks that are cheap and do not have serious questions attached to them.
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January 16, 2013
by Mark Carlton, CFA®
Market Perspective for 1/16/12
The fiscal cliff deal reached on New Years’ Eve helped stocks extend the rally that began on November 16th.
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November 26, 2012
by Mark Carlton, CFA®
Market Perspective for 11/26/12
The magnitude of the recent decline was -7.6% (9/14 – 11/15). This is still less than the -9.7% decline from early April to early June.
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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.