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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

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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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...
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