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
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...
Read More
July 6, 2016
by Mark Carlton, CFA®
Market Perspective for July 6th, 2016
Our take on “Brexit” is that it has set in motion a re-examination among European Union nations of the benefits and drawbacks of that...
Read More
June 16, 2016
by Mark Carlton, CFA®
Market Perspective for 6/16/16
Markets and the Dollar Stocks rallied in recent weeks, until the looming “Brexit” vote in England stopped the upward momentum in its...
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.