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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 […]
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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.

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 1, 2026

by Sam Glubka, CIMA®

The Trademark Take: Debt, Gold, and Equity Sentiment

National debt, gold's recent climb, and euphoric investors; here are five charts every investor should have on their radar!
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August 25, 2026

by Sam Glubka, CIMA®

The Trademark Take: Correlations, Sector Flows, and the AI Buildout

Stocks, Bonds, and Gold Correlations Source: YCharts (SPY, AGG, IAU as proxies) Correlations have been a cornerstone of risk reduction since the earliest days…
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August 18, 2026

by Sam Glubka, CIMA®

The Trademark Take: Five Charts Shaping Portfolio Management Right Now

Stock markets, exchange rates, job growth; find out what are five charts shaping portfolio management in this week's Trademark Take!
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