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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

November 5, 2018

by Mark Carlton, CFA®

Notes and Thoughts for November 5th, 2018

I'm headed to New York for a CFA conference as well as a few manager meetings. Before I go I wanted to share a few observations: A stock...
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October 17, 2018

by Mark Carlton, CFA®

Quarterly Perspective for 3Q18

Summary The U.S. stock market posted another strong quarter, rising 7.20%.  Once again, however, U.S. stocks were pretty much the “only...
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September 25, 2018

by Mark Carlton, CFA®

Market Perspective for September 25th 2018

The Fed and Interest Rates Interest rates are probably going up by 25 basis points later today. The market and I believe it’s a done...
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