our insights
Stay informed with perspectives from our investment team:
Featured
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 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...
Read More
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
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.