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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

March 2, 2023

by Mark Carlton, CFA®

Trademark Market Perspective for 3/2/2023

Trademark Financial Market Update – March 2, 2023 I am inclined to see the stock market as a tug of war between bullish (upward) and...
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January 25, 2023

by Mark Carlton, CFA®

Quarterly Market Perspective for 4Q22

Summary First of all, we are happy to report that the fourth quarter of 2022 was a positive one for both stocks and bonds.  This allowed...
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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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