our insights

Stay informed with perspectives from our investment team:

Featured

August 4, 2026

by Mark Carlton, CFA®

Trademark Quarterly Commentary 2Q.2026

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%.
Read More

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

January 23, 2020

by Mark Carlton, CFA®

4th Quarter 2019 Market Perspective

2019 closed on a high note for stocks as interest rate cuts fueled a speculative boom which has continued into 2020.
Read More

January 3, 2020

by Mark Carlton, CFA®

Trademark Market Perspective for January 3rd, 2020

What a difference a year makes! The year-over-year gain from Christmas Eve 2018 to the same day in 2019 was close to 40%!
Read More

November 8, 2019

by Mark Carlton, CFA®

Trademark Market Perspective for November 8th, 2019

There was just one problem with the “this is it” scenario – as a whole, investors weren’t positioned right. They were too defensive.
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.

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.