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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
May 22, 2015
by Mark Carlton, CFA®
Market Perspective for May 22nd, 2015
Recently, both the S&P 500 and Dow Industrial Averages again closed at all-time highs and are up 4.3% and 3.3% respectively. The...
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April 21, 2015
by Mark Carlton, CFA®
Quarterly Perspective for 1Q15
Summary The U.S. economy improved modestly in the first quarter of 2015. The bigger story, however, was how well the rest of the...
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April 1, 2015
by Mark Carlton, CFA®
Market Perspective for April 1, 2015
Market Summary The first quarter of 2015 is just over and it has been fairly disappointing for most investors. The S&P 500 was up 0.45%...
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