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August 4, 2026

by Mark Carlton, CFA®

Trademark Quarterly Commentary 2Q.2026

Summary Stocks roared back from a disappointing first quarter with a 14.1% gain in the second quarter. That brought the year-to-date return up to 10.2%. Technology did the heavy lifting – that sector rose 41.4% while the other ten sectors lagged the S&P 500’s gain. In a complete reversal from the first quarter, energy was […]

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.

Market Perspective

Commentary on the events moving markets, written as the news develops. Each update gives advisors context for timely client conversations.

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Portfolio Strategy

Longer-form research on portfolio construction — asset allocation, structure, and how we manage risk across stocks, bonds, and beyond.

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Quarterly Perspective

A deeper review published each quarter — the events that mattered, the themes beneath them, and what we are watching next.

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The Trademark Take

A weekly look at the charts our investment team is watching, and what they suggest for portfolio management.

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Our Latest Insights

September 22, 2026

by Sam Glubka, CIMA®

The Trademark Take: Semiconductors, Financial Conditions, and a Falling Multiple

From the market's dependence on semiconductors to loose financial conditions and a bull-bear valuation debate; three charts worth your attention this week!

September 15, 2026

by Sam Glubka, CIMA®

The Trademark Take: Breadth, Inflation, and College Sports Economics

From thinning market breadth to climbing tech margins and the latest CPI print — dig into some of the most interesting charts of the week!

September 9, 2026

by Sam Glubka, CIMA®

The Trademark Take: Inflation, Rates, and the Case for Balance

When you think about the growth potential of stocks and bonds, your mind probably jumps to stocks giving higher returns and bonds giving lower returns.

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