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 […]
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

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.

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.