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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

January 22, 2019

by Mark Carlton, CFA®

4th Quarter 2018 Market Perspective

Summary Stocks had a rough quarter worldwide.  In fact, 2018’s poor performance has raised the question as to whether or not the...
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January 15, 2019

by Mark Carlton, CFA®

Market Perspective for January 15th, 2019

The U.S. stock market has rallied nicely off its Christmas Eve low, but it is running into some resistance at the 2600 mark on the S&P...
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December 17, 2018

by Mark Carlton, CFA®

Trademark’s Market Perspective for December 17th, 2018

Stocks Economic growth appears to have peaked in early autumn.  Unemployment is now starting to rise, judging by weekly claims.  On the...
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