our insights
Stay informed with perspectives from our investment team:
Featured
June 9, 2026
by Mark Carlton, CFA®
Trademark Market Update of May 29.2026
Monthly market update covering AI sector froth, bond market outlook, oil prices, and historical IPO bubble comparisons. Includes required disclosure.
Our Latest Insights
December 10, 2020
by Mark Carlton, CFA®
Notes and Thoughts for December 10th, 2020
Global stock markets, almost every single one, have been hitting on all cylinders lately. In fact, some of the best recent performance...
Read More
November 6, 2020
by Mark Carlton, CFA®
Notes and Thoughts for November 6th, 2020
A “Blue Wave” trade developed over the past two weeks in which investors bought stocks that would theoretically benefit from a potential...
Read More
October 26, 2020
by Mark Carlton, CFA®
Quarterly Market Perspective for 3Q20
Summary The U.S. stock market gained 8.9% last quarter as investors gained confidence that the worst of the COVID 19 crisis was...
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.