our insights
Stay informed with perspectives from our investment team:
Featured
May 21, 2026
by Sam Glubka, CIMA®
Structure Before Selection: Rethinking Where Alpha Really Comes From
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, […]
Our Latest Insights
May 6, 2026
by Mark Carlton, CFA®
Trademark Market Update — April 30, 2026
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.
Read More
March 30, 2026
by Mark Carlton, CFA®
Trademark Update – March 27, 2026
Market Update 1. Exactly a month ago, Europe was outperforming the U.S. year-to-date by over 7% (8.2% to 1.1%). Today that spread is less than 2% (-4.4% to -6.2%). As bad as things have been here in March, overseas it has been worse (except for Latin America). Asia saw their 14% rally erode, settling with […]
Read More
March 4, 2026
by Mark Carlton, CFA®
Trademark Update – February 27, 2026
End of February Market Update This may be the biggest AI month in terms of impact that we’ve had so far. Markets had priced in winners before, but in February 2026 they finally got around to thinking about who would be the losers. And they decided that the companies that provide software as a service, […]
Read More
Schedule a Consultation
If you prefer a scheduled conversation, we are available for introductory calls to discuss your needs and determine how our services may align with your practice or organization.
A Trusted Partner
We are committed to providing a clear, consistent experience grounded in fiduciary discipline and long-term perspective. Your inquiry will be handled with professionalism, confidentiality, and care.