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 […]

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.

Explore Market Perspective

Portfolio Strategy

Longer-form research on portfolio construction — asset allocation, structure, and how we manage risk across stocks, bonds, and beyond.

Explore Portfolio Strategy

Quarterly Perspective

A deeper review published each quarter — the events that mattered, the themes beneath them, and what we are watching next.

Read Our Quarterly Perspective

The Trademark Take

A weekly look at the charts our investment team is watching, and what they suggest for portfolio management.

Read Our Take

Our Latest Insights

August 11, 2026

by Sam Glubka, CIMA®

The Trademark Take: Style Rotation, Concentration Risk, and Tactical Portfolio Management

Learn style rotation, concentration risk, and tactical approach in portfolio management in our weekly market commentary.

July 27, 2026

by Sam Glubka, CIMA®

The Big Stories of 2Q26

Read about the various events of the second quarter of 2026 and what to anticipate in the current state of the market.

June 24, 2026

by Sam Glubka, CIMA®

Stocks, Bonds, and Beyond

Enhance your understanding of stocks and bonds while exploring alternative investment options for better financial outcomes.

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.

Schedule a Consultation

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.