our insights
Stay informed with perspectives from our investment team:
Featured
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.
Our Latest Insights
October 26, 2022
by Mark Carlton, CFA®
Quarterly Market Perspective for 3Q22
Summary As hard as it would have been to believe, three months ago, that the stock and bond market could both continue to decline, they...
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August 29, 2022
by Mark Carlton, CFA®
Trademark Market Perspective for 8/29/2022
Trademark Financial Market Update – August 29, 2022 1) The big news today was always going to be the market reaction to Fed Chairman...
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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...
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