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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

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. ...
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April 7, 2022

by Mark Carlton, CFA®

Trademark Market Perspective for 4/6/2022

The stock market recovery that began on March 15th has stalled out as comments by Fed Governor Lael Brainard on Monday scared investors...
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February 24, 2022

by Mark Carlton, CFA®

Trademark Market Perspective for 2/24/2022

Follow-ups and New Thoughts: My first investment thought today is that TIPs just became more interesting. TIPs started to fade as...
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