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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 […]
Our Latest Insights
December 28, 2016
by Mark Carlton, CFA®
Trademark Market Perspective for December 28th, 2016
Scoreboard The S&P 500 has added another 3.08% so far this month, lifting its year-to-date advance to 12.7%. The EAFE foreign stock...
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December 3, 2016
by Mark Carlton, CFA®
Market Perspective for December 3, 2016
Market Perspective November was a very good month for U.S. stocks, but not much else. Even among U.S. stocks there was a very high...
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November 10, 2016
by Mark Carlton, CFA®
Market Perspective for November 10th, 2016
The Election We knew this election would be a binary event – a decision in which there are two possible outcomes, and the difference...
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