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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
October 21, 2014
by Mark Carlton, CFA®
Quarterly Perspective for 3Q14
Summary Stocks posted another gain last quarter as measured by the two major indices (the S&P 500 and the Dow Jones Industrial Average,...
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August 22, 2014
by Mark Carlton, CFA®
Our Market Perspective
As we wrote last month, the most prudent course of action statistically is to assume any particular decline in a bull market is a...
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August 1, 2014
by Mark Carlton, CFA®
Market Perspective & Fund Notes for 8/1/14
Market Perspective Bear markets are a “when”, not an “if”. The goal is to go into one without being overly aggressively positioned, so...
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