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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

January 21, 2015

by Mark Carlton, CFA®

Quarterly Perspective for 4Q14

Summary It is hard to overstate the impact that weakness in the global economy had last year.  Because the United States was the only...
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January 9, 2015

by Mark Carlton, CFA®

Market Perspective for 1.9.15

I am not concerned about the stock market's rough start to the year because January 2014 also got off to a bad start and yet finished the...
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December 16, 2014

by Mark Carlton, CFA®

Market Perspective for 12.16.14

It seems like each update starts with how much the market has changed direction from the previous update.  As this is written, the stock...
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