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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 […]
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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.

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Portfolio Strategy

Longer-form research on portfolio construction — asset allocation, structure, and how we manage risk across stocks, bonds, and beyond.

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Quarterly Perspective

A deeper review published each quarter — the events that mattered, the themes beneath them, and what we are watching next.

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The Trademark Take

A weekly look at the charts our investment team is watching, and what they suggest for portfolio management.

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Our Latest Insights

September 12, 2016

by Mark Carlton, CFA®

Market Perspective for 9/12/16

Last Friday (9/6/16), the market experienced one of the “reddest” days I have ever seen.  The advance-decline ratio on the NYSE was 152...
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August 23, 2016

by Mark Carlton, CFA®

Market Perspective for 8/23/16

1) Investors have seen new highs from all of the major indices in August, but through last Friday the S&P 500 stands less than 0.5% above...
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August 4, 2016

by Mark Carlton, CFA®

Market Perspective for August 4th, 2016

The month of July was extremely kind to investors worldwide.   This was undeserved, in our opinion, given Brexit, a surprisingly weak...
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