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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

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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