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 […]
Our Latest Insights
March 15, 2018
by Mark Carlton, CFA®
Market Perspective for March 15th, 2018
The stock market recovered most of its losses from the sharp, interest-rate related sell-off in early February. That said, the bounce...
Read More
February 13, 2018
by Mark Carlton, CFA®
Trademark Market Perspective for 2/13/18
The continuation of the negative response of bonds to the strengthening economy and more importantly, to the normalization of interest...
Read More
January 18, 2018
by Mark Carlton, CFA®
Quarterly Market Perspective for 4Q17
Summary There is really nothing negative one can say about 2017 in terms of the stock market. Returns were great almost anywhere one...
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.