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Our Latest Insights
May 3, 2017
by Mark Carlton, CFA®
Trademark Market Perspective for May 3rd, 2017
I just returned from the Morningstar conference in Chicago. I always find it interesting to compare each conference I attend to past...
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April 19, 2017
by Mark Carlton, CFA®
1Q17 Trademark Quarterly Perspective
Summary Stocks gained a little over 6% last quarter while bonds rose 0.82%. Stocks continued the momentum from late 2016 as...
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April 4, 2017
by Mark Carlton, CFA®
Market Perspective for April 4th, 2017
Stocks gained 6.07%, as measured by the S&P 500, last quarter. That’s a very nice rate of return (over 24% if annualized). It...
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