our insights
Stay informed with perspectives from our investment team:
Featured
June 9, 2026
by Mark Carlton, CFA®
Trademark Market Update of May 29.2026
Monthly market update covering AI sector froth, bond market outlook, oil prices, and historical IPO bubble comparisons. Includes required disclosure.
Our Latest Insights
July 29, 2022
by Mark Carlton, CFA®
Quarterly Market Perspective for 2Q22
Summary The second quarter was a difficult one for stocks, as the S&P 500 plunged -16.1%. In fact, we’d have to go back to the first...
Read More
June 1, 2022
by Mark Carlton, CFA®
Trademark Market Perspective for 6/1/2022
Trademark Financial Market Update – June 1, 2022 1) Overall: Last week was a great one for risk assets. Both stocks and bonds had been...
Read More
April 20, 2022
by Mark Carlton, CFA®
Quarterly Market Perspective for 1Q22
Summary Sometimes a quarter passes and nothing much happens. Other times, so much happens in a quarter that it seems like a full year. ...
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.