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
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...
Read More
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...
Read More
March 14, 2017
by Mark Carlton, CFA®
Market Perspective for March 14th, 2017
All eyes are on two things this week – the U.S. Federal Reserve meeting and the Dutch election. The former is expected to end Wednesday...
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.