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
September 2, 2015
by Mark Carlton, CFA®
What Worked for August 2015 & The Golden Cross
Here's what worked and what didn't in August: Quality, large cap companies did not perform better than market as a whole. Why? Growth is...
Read More
August 6, 2015
by Mark Carlton, CFA®
What’s Worked for July 2015
Just a note on what worked and what didn’t in July, because August looks like more of the same. Quality, large cap companies performed...
Read More
July 30, 2015
by Mark Carlton, CFA®
Market Update
Commodity prices were weak when July began and they’ve plunged sharply over the past two weeks (before catching a small bounce over the...
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.