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Monthly market update covering AI sector froth, bond market outlook, oil prices, and historical IPO bubble comparisons. Includes required disclosure.

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.