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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

January 25, 2024

by Mark Carlton, CFA®

Quarterly Market Perspective for 4Q23

Summary Higher interest rates continued into late October, but at that point positive inflation news and encouraging statements from...
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November 1, 2023

by Mark Carlton, CFA®

Trademark Market Perspective for 11/01/2023

Trademark Financial Market Update – November 1, 2023 Interest Rate Environment Update It seems to me that the world is now in a new...
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October 24, 2023

by Mark Carlton, CFA®

Quarterly Market Perspective for 3Q23

Summary The stock market rally ran into the wall of higher interest rates at the beginning of August.  As a result, the market gave up...
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