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Featured
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 […]
Our Latest Insights
August 11, 2026
by Sam Glubka, CIMA®
The Trademark Take: Style Rotation, Concentration Risk, and Tactical Portfolio Management
Learn style rotation, concentration risk, and tactical approach in portfolio management in our weekly market commentary.
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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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June 24, 2026
by Sam Glubka, CIMA®
Stocks, Bonds, and Beyond
Enhance your understanding of stocks and bonds while exploring alternative investment options for better financial outcomes.
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