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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

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...
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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...
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May 19, 2016

by Mark Carlton, CFA®

Market Perspective for 5/19/16

Yesterday the Federal Reserve suggested that it was considering raising interest rates.   It cited employment strength (the unemployment...
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