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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 […]
Our Latest Insights
August 23, 2023
by Mark Carlton, CFA®
Trademark Market Perspective for 8/23/2023
Trademark Financial Market Update – August 23, 2023 1) The US dollar continues to rise, suggesting a “risk-off” approach for global...
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July 25, 2023
by Mark Carlton, CFA®
Quarterly Market Perspective for 2Q23
Schwab TransitionIn 2020, our custodian, TD Ameritrade, was acquired by the Charles Schwab Corporation. Over the past several years, the...
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April 25, 2023
by Mark Carlton, CFA®
Quarterly Market Perspective for 1Q23
Summary The markets experienced as much volatility last quarter as we normally see in a full year, but it was mostly to the upside. ...
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